Developing Your Marketing Plans Building Awareness: How to Position Your Services and Your Firm Marketing Your Services to Clients & Prospects Selling Your Services: Closing the Sale Move your mouse over each link for a brief description of the content behind each section. Clicking link will take you to that section.

Marketing is not something you should leave to chance. It must be a planned process, based on supplying the clients' needs, to make you a profit. Planning your marketing approach does not need to be complicated or expensive, but it must be done if your business is to continue to grow and, indeed, survive. Importantly, planning and implementing your plans must be an ongoing process. When you stop doing either of these things, your sales will suffer. The Principa marketing tools will help you in the development of an effective marketing strategy. We begin by helping you answer these five critical Marketing questions: Which clients or prospects will I approach? What services will I offer them? What price will I charge? What is the best way to get my services to them? What is the best way to promote my services? GO > How you position your firm and the services you offer is central to the level of success you achieve in delivering value added services. This Principa marketing tools and resources, supported by turn-key, step-by-step implementation instructions, will help you position yourself in your clients and prospects eyes as their "trusted advisor". GO > Next, you'll follow a systemized approach to help you: Educate your existing clients about the full range of services you can offer them, and Win new clients. You'll build awareness about your services by using a broad selection of turn-key marketing letters, press releases, postcards, articles, newsletters and presentations; all supported by step-by-step implementation instructions and scripts. GO > The Principa Sales Consultation System is the core system that allows you to deliver a professional and effective consultation in a truly systematized manner. The Principa Sales Consultation System consists of a series of protocols based on research we've conducted with our most successful member firms around the world. You can be certain that when you follow them, your chances of a successful outcome will increase dramatically. The protocols will take you from the start of the process (when your client walks through the front door of your office), through the small talk to make the client feel welcome, to the outline of the process and the potential benefits involved for the client, to the close and agreement on the fee and scheduling of the next stage. GO >