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My Marketing Folder – We want to help you save time and space by providing My Marketing Folder that only you can access. Here you can securely save every assessment you complete, every marketing plan you develop, and any tools, tips or checklists throughout the site you would like easy access to. |
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Add an Activity – As you move through My Marketing Tools, you'll build your action plan by creating specific tasks, with action steps, timelines, and projected costs. You can even have Your Virtual Marketing Coach send you reminder emails about upcoming deadlines by using the "Remind Me" feature! |
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Master Activity Report – All of the action steps you create are organized by Pillar and Module in the Master Activity Report, and your completed tasks are saved in the Completed Projects Report. |
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Contact Manager – Create your marketing database on MarketYourFinancialPractice.com, integrating all of your marketing contacts (clients, contacts and referral sources) in one place! Here you can add a contact, or view all contacts in your Master Contact Report! |
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Stay Focused, Stay on Track – Use the "Remind Me" feature in your personal Marketing Activity Report to receive automated emails reminding you of goals you have set. |
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Outlook Scheduler – Use this feature to block time on your schedule to work with MarketYourFinancialPractice.com, or to accomplish a task you’ve added to your Master Activity Report or Master Contact Report. |
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My Marketing Materials – Small firms and solo practitioners can download these templates to create your own business cards, letterhead, envelopes, a brochure and other marketing pieces. |
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Financial News – Here you will find real-time feeds to information including CNN.com, USA Today, and other business and financial news feeds which you can view online or download to your PDA. |
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Ask a Marketing Question – Remember, at any time you can simply send an email to Your Virtual Marketing CoachSM, and receive an answer by the end of the next business day; usually sooner. |
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My Favorites – Periodically, you’ll find a tip sheet or a tool that you want to highlight, so that you can easily find it again at the click of your mouse. When you save it to My Favorites, the link to that webpage will be saved in the My Favorites section of My Marketing Folder. |
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Notes to Self – Use this feature to make notes to yourself about your work with MarketYourFinancialPractice.com, or your marketing efforts in general. |
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Free Webinar Library – Check out the videos in our free Webinar Library to learn more about the site. |
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New Content Added Regularly! – Your MarketYourFinancialPractice.com team is constantly adding great new tools and relevant content to the Web site to ensure you have access to everything (and more) you could possibly need to market your practice. Also, every tool, tip, checklist or template has a print-friendly option. |
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