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!