9 Week Marketing to the Affluent E-Course – Download page

Please click on the links below to download your important documents:

1. Client Service Matrix (Private – for your firm’s service schedule)

2. Client Service Experience (Public – for your firm’s Marketing Plan)

3. Marketing Plan Calendar (to schedule your marketing tactics)


By now you should have read both emails:

1. READ FIRST 9 Week Marketing to the Affluent E-Course

2. Week 1/9 Position Yourself to Work Well With the Affluent

For this 9-week course, you will simply follow the instructions included in each week’s email. The downloads above will help you implement your Action Plan.

Thank you for your purchase!

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