Marketing Your Financial Planning Services: A Guide for Professionals

Shows how to develop a complete and consistent personal financial planning service. Discusses the underlying ideas, strategies, and techniques needed to formulate and market that service. Emphasis is on strategic marketing, that is, how to find clients. Jones discusses the market for personal financial planning services; laws, codes, and ethics; developing your service; the marketing process, including positioning, and pricing your services; designing your products and services; the competition; media techniques; handling the client, and much more.