Toolkit

Marketing planning resources:

My purpose workbook 

This workbook will guide you through putting your purpose down on paper. It’ll help you bring your vision into focus, define your mission, craft your value proposition and create your tagline.

Ideal Client Analysis Tool

Use this tool to identify your ideal client, also known as your target market.

Email Marketing Guide for Top Advisors

Comprehensive guide to all steps of creating and launching an email marketing strategy.

Email Marketing Plan template

Use this worksheet to plan your email marketing strategy.

Ask your Sun Life relationship manager for access to the SMART Marketing Plan template

• Use this template to build your own SMART Marketing Plan that attracts prospects and wraps your arms around top Clients.