Benefit to IFAs
This program will help IFAs look at their practice as a proper business and is designed to train them to develop a successful marketing plan that achieves their goals in a manner designed to increase both productivity and profitability.
3 ½ hours
- Vision/Annual goal
- Environment scan – SWOT - Competition, Collaborators
- Defining your target market
- What is your value proposition - product, price?
- Activities and programs to turn plans in to reality
- Budgets, financial and timeline
- Tracking and course correction