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PFP Home > Resources > PFP Practice Management > Practice Management > Practice Marketing

Practice Marketing

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.

Prototype Marketing Brochure
PFP Section Member
Brochures are a good way to communicate with your clients. They should reflect your style and values and describe the value you can bring to their financial plan. Here is a sample brochure to get you started. Learn More>>
Seminar Planning Checklist
PFP Section Member
Seminars are a great way to demonstrate your firm's expertise to prospective or existing clients. This handy checklist walks you through the steps for conducting a seminar. Learn More>>
Sample Seminar Invitation
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This sample invites clients to a presentation called "Taking Responsibility for Your Financial Future." It points out the importance of the material that will be covered and provides space for you to describe the content of your seminar, with suggested subject matter. Learn More>>
Sample Seminar Reply Card
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This card, which can be tucked into your seminar invitation, simplifies the response process for invited guests and facilitates your planning and information gathering procedures. Learn More>>
Sample Seminar Follow-Up Letters
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This communication can be customized to reflect your relationship with the recipient, represent specific planning issues to be discussed, or with other personal touches. Learn More>>
Marketing and Managing a Personal Financial Planning Practice
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Some of the most important aspects of practice marketing are understanding the difference between marketing and selling; analyzing and selecting a target market; creating a marketing mix; and identifying related service opportunities. Learn More>>
Guidelines for Media Communications
PFS Credential Holder
Speaking with the press provides invaluable free advertising and does not have to be an ordeal. Let us walk you through the process with these easy guidelines for media communications. Learn More>>
Media Talking Points
PFP Section Member
Good talking points serve as a "script" for your use during media interviews and presentations. Here are some helpful tips for organizing your material for a successful interview. Learn More>>