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April Is National Financial Literacy Month

1 min read

How to Create Your One Page Marketing Plan

By NAIFA on 12/2/14 2:24 PM

webinar

Make 2015 Your Best Year Ever!

Date: Thursday, December 18, 2014
Time: 2:00 PM - 3:00 PM EST

Click here to register now!

In this hour, you will learn from Annette Bau, CFP®:

  • The 4 most critical factors to achieving your success as an advisor
  • Why your plan must include a PSP
  • The most commonly missed element in an advisors' business plan (this element is attributed to over 90% of your success)
  • How to create a simple 1-3 page plan that provides you a step-by-step, day-to-day action plan
  • How one advisor made his annual income of $100,000 his monthly income

 

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