Welcome to the 2020 Group
Day Eleven
Below you can access your documents from every session, just click on the documents to view or download them
Presentations
Brett’s Presentation for Day 11
Documents
Adviser Scorecard
Are You Like A Needle In A Haystack
Editorial Calendar Yearly Template
How To Conduct A Top 5 Issues Analysis
How To Plan Your Editorial Calendar
Questions To Ask Prospective Advisers
The Advice Journey One Simple (and safe) Step At A Time
The Insider’s Guide To Finding The Right Financial Adviser (if you’re the owner of a business)
The Learning From The Top 5 Issues Analysis
The Top 5 Issues For Various Client Segments
Recommended Reading
Start With Why: How Great Leaders Inspire Everyone To Take Action
by Simon Sinek
Feedback Marketing How to Duplicate Clients, Attract Prospects,
and Create Advocates... Without Talking
by Dan Allison
Become A Key Person Of Influence
by Daniel Priestley
Videos
Opening Session
Section 2 - Focus On Client Experience
Section 3 - If You Need To Market Yourself
Section 4 - How to create compliant content
Section 5 - Generating Marketing Leverage
