TITLE

Assemble Your Marketing Tools for 2007

PUB. DATE
January 2007
SOURCE
Journal of Financial Planning;Jan2007 Supplement, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents a list of marketing tools for financial planners offered by the Financial Planning Association. Tools on the list include the Marketing Tool Kit, which helps financial planners build a strong practice through marketing templates that provide step-by-step goals, a "Client Brochure Series" that features titles like "20 keys to Being a Smart Investor, Choosing the Right Insurance," and "Planning for the Cost of Higher Education," and a monthly electronic journal entitled "Financial Planning Perspectives."
ACCESSION #
23722750

 

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