What’s New at MarketYourFinancialPractice.com!
One of the many benefits of MarketYourFinancialPractice.com is that the content is always fresh and current. Your PSM and ActiFi team will constantly be improving the site and adding relevant content to make sure that you always have the newest and best approaches to marketing your financial advisory practice!
Be sure to check here every time you log in to see what's been added since your last visit to the site.
Added in 2010:
Add an Activity 
Now on every Marketing Tools page, there is a link in the upper right corner to Add an Activity. Instead of taking you away from the current page to the regular Add an Activity page, your current page goes dim and a new Add an Activity window pops up. You can input your information, close the window and go right back to where you were. Check out this new feature using this link to the Client Satisfaction Implementation Resources.
Get Help Now 
We modified the content of this great tool to better organize it and include all the things members might want to do when they log onto the site.
Downloadable Templates and Tools 
Now it's easier than ever to find all the downloadable templates on the site using this one-page listing organized by pillar and module.
Added in 2009:
Test Your Marketing Know How 
We modified some of the questions on this tool to reflect some of the newer content that’s been added in the past year.
Public Side Left Nav 
We reorganized the left nav on the public side to make it easier for visitors to find more relevant information faster.
Lesson 1 of Start Here
We reorganized the content of Lesson 1 in Start Here to focus on the Four Pillars and the strategic planning process, helping you focus on the important information and move through the process more quickly.
Added in 2009:
New Social Networking Module 
The rapidly growing phenomenon of social marketing will help you communicate your key messages and make connections with people that you would likely never find using traditional methods. This module includes many helpful resources to get you started online.
Client Revenue Analysis 
Use this interactive new tool to help you figure out how much of your projected revenue for next year will have to come from new clients; create a "real" new business development goal.
Are You a Good Candidate for MarketYourFinancialPractice.com?
We've created a new assessment for financial advisors to take before they register for MarketYourFinancialPractice.com, to help them determine how motivated they are to maximize the opportunity that the site presents to them.
Added in 2008:
MarketYourFinancialPractice.com is launched
Welcome to MarketYourFinancialPractice.com! This exciting new partnership between PSM and ActiFi brings you the best of two great companies, working together to help you market your financial advisory practice.
