How to create content marketing that changes your financial planning business
3
Months
5
Modules
All
Skill Level
Hybrid
Method
English
Language
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Overview
To equip Financial Advisors and Financial Planners with the practical skills and know-how to create effective and impactful content and to leverage this through strategic marketing to build their brand and grow their businesses.
The program is run over a 3-month period consisting of:
- Bi-weekly live sessions
- Recorded videos
- Text-based content
- Challenges
- A choose your own adventure project
Completing this course will help you:
- Learn to design, create, and deliver online content through written word, live video, podcasts, and social media
- how to stay on brand
- the power of community
Who is the course for?
Financial Advisors and Financial Planners who want to build their personal and / or business brand and grow their businesses with the right audience.
Other roles in the financial planning profession that will benefit from this program include paraplanners, specialists, marketers, and leaders.
Learning Path
1 – What you are getting wrong with content marketing and how to get it right
2 – Navigating multiple distribution channels effectively
3 – You versus the business, which brand you should build
1 – Target market / audience
2 – What it means to stay on brand
3 – Brand assets
4 – Creating your brand assets
5 – Using your brand assets
1 – Tips for writing articles
2 – Problem solving
3 – Creating a simple blog page
4 – Quality
1 – Effective social media profiles
2 – Distributing information versus creating value
3 – Consistency and strategy
4 – Professionalism
5 – Reaching my current client base
6 – Growing my community beyond
7 – Engaging with clients and connections
8 – Using provided or existing content
9 – Different types of media
10 – Distributing on multiple platforms
11 – Building and growing your network
12 – Positioning yourself as an expert
13 – The 7 strategies
Choose your own adventure:
1 – Create a blog page; or
2 – Create a podcast episode; or
3 – Create a video
Investment Required
Standard Investment: £ 1,000 excl VAT
Nextgen Planners Members: £ 750 excl VAT