Marketing/Media Toolkits
Overview:
Find out more about Marketing and Media toolkits for CPA financial planners
Published on July 28, 2011
Marketing and Managing a Personal Financial Planning Practice
Article:
Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target...
Published on May 11, 2010
You are the Value - Markekting Flyer
Tools:
Marketing Flyer - Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal...
Published on October 09, 2012
Marketing Brochure for CPA Financial Planner - For Internal Use
Brochure:
Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA financial planner.
Published on September 28, 2011
Marketing Brochure for CPA Financial Planner - For External Use
Brochure:
This campaign brochure is for external use only. To be used by an outside print service, i.e., FedEx Office.
Published on September 28, 2011
Marketing Brochure for CPA/PFS - Internal Use
Brochure:
Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA/PFS.
Published on September 06, 2011
Marketing Brochure for CPA/PFS - External Use
Brochure:
This campaign brochure is for external use only. To be used by an outside print service, i.e., Kinkos.
Published on September 06, 2011
PFS Marketing Toolkit Why Hire a PFS
Toolkit:
Message points to help you develop new business, build strategic partnerships and inform the media, consumers and other professionals about your specialized Personal Financial Planning (PFP) knowledge, skills & experience.
Published on February 01, 2010
Practice Marketing
Overview:
In order to be successful at any business, you need to be able to market your services. This section presents many ways to market your financial planning practice for success.
Published on May 11, 2010
CPA Strong Campaign for the CPA/PFS
Overview:
Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice and emphasize your PFS credential
Published on April 26, 2013
CPA Strong Campaign for CPA Financial Planner
Overview:
Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice
Published on April 26, 2013
CPA Financial Planner Marketing/Media Toolkit
Overview:
A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on April 26, 2013
CPA/PFS Marketing/Media Toolkit
Overview:
Resources to help CPA/PFS credential holder market their service.
Published on April 26, 2013
How to Stamp Your Marketing Materials with Your Logo Using Adobe Acrobat
Guide:
This guide will show you how to customize a PDF with your business logo.
Published on August 04, 2011
Getting Started with the Media
Media Outreach:
Tips and activities for promoting your personal financial planning practice in the media. Part of the Personal Financial Planning (PFP) Marketing andMedia Toolkit
Published on January 28, 2011