IFP Essex Branch Meeting Lifestyle Financial Planning
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The document discusses the values, approach, offering, and marketing strategy of a wealth management consulting firm. The firm believes that true wealth is measured in time and relationships, not money. Their financial planning aims to help clients balance current and future needs. Their target clients are time-poor executives who earn over £300k annually. The firm provides personalized financial direction and planning to help clients achieve their material and personal goals. Client testimonials praise the reassurance and clarity provided by the consultants. The marketing strategy focuses on a niche target market with innovative and personalized messaging.
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IFP Essex Branch Meeting Lifestyle Financial Planning
- 1. IFP Essex Branch Meeting Lifestyle Financial Planning Explaining it Marketing it Delivering it profitably - Wealth Management Consultants
- 2. Why? Wealth Management Consultants
- 4. Our Values Wealth Management Consultants I
- 6. Our view of Financial Planning Wealth Management Consultants II
- 9. Financial Planning Wealth Management Consultants
- 10. Our Offering Wealth Management Consultants V III
- 12. Our Offering – Who for Wealth Management Consultants Typically: Senior Executives of listed Retail companies, aged 45-55, earning > £300kpa
- 15. Our Offering – What our client’s say Wealth Management Consultants “ I left our last meeting wanting to skip, I felt so happy and free”
- 16. Our Offering – What our client’s say Wealth Management Consultants “ You have helped me understand what I need to be planning for and hence the decisions I need to make today to ensure this happens”
- 17. Our Offering – What our client’s say Wealth Management Consultants “ For years we have felt poor, had no fun and it has felt that we’ve been pushing a large rock uphill. But you’ve helped lift a huge load from us, shown the way forward and are now starting to have the fun (and the life) we have always dreamed of”
- 18. Our Offering – What our client’s say Wealth Management Consultants “ The reassurance and clarity of direction that you have provided has given us a greater sense of purpose in our day to day lives and, ironically perhaps, we are working as hard as ever but with even more enjoyment”
- 19. Our Offering – My Personal Mission Wealth Management Consultants “ To do my utmost to ensure that all those people I encounter in my life, be they family, friends, colleagues or clients, can truly say “I’m pleased I did” rather than “I wish I had”
- 20. Our Marketing Wealth Management Consultants V IV
- 21. Our Marketing Wealth Management Consultants
- 24. Wealth Management Consultants Thank You for Listening!
Editor's Notes
- This slide to play the bdbvideo.mov, alternatively can link to http://www.bdbfinancial.com/video