M-Academy Programme Tour
Here’s what you can expect.
the M-Academy programme
M-Academy is an 8-week online learning program designed to take the heavy lifting out of your marketing.
Marketing a financial planning business requires focus, structure and specialist skills. Without a strategic roadmap or guidance, it’s easy to feel overwhelmed.
This program gives direct access to the tools, techniques and templates honed in Abbie’s marketing agency. It throws back the curtain on how the best firms have grown their businesses and brands using targeted, impactful marketing.
Is M-Academy for you?
M-Academy is for ambitious marketers and business owners who want to supercharge their growth. Are you sick of wasting your budget on ineffective initiatives? Is your approach ad hoc, and as a result, you’re lurching between feast and famine? Want to get results faster?
Whether you’re a marketing newbie or seasoned professional, M-Academy will give you the inside track on marketing a financial planning business. From articulating your value proposition to setting your content strategy, revamping your client experience and website, to hosting events and Client Advisory Board meetings.
Enthusiastic beginner
M-Academy is perfect if you’re starting your career in marketing or you’re a business owner going it alone for the very first time.
SEASONED MARKETER
If you’ve got marketing experience, perhaps from another sector, but want to drive better results, M-Academy will help.
CHANGE AGENT
Have you been in business for a while but want to revitalise and breathe new life into your marketing? We’ve got you.
M-Academy is an all-encompassing, thought-provoking and challenging course. We arm you with knowledge, tools and techniques to drive tangible results, but you need to do the work. Sadly, there are no silver bullets.
Marketing a financial planning business requires a clear strategy, focus, and willingness to test concepts and sometimes fail. Most of all, it requires consistent action and an understanding you’re playing the long game.
Our goal is to give you a track to run on. To mentor, coach and nurture a marketing mindset. To teach you ‘how to fish’. Ultimately we want to help business owners grow marketing talent in-house, removing the reliance on third parties and having to pay expensive agency fees!
It's all online:
No travel Necessary
The programme is based entirely online, so you can interact from work or home.
All course materials, including streaming videos, Playbooks (aka workbooks), tools and resources are held within the member portal.
It's all Online:
No Travel Necessary
The programme is based entirely online, so you can interact from work or home.
All course materials, including streaming videos, Playbooks (aka workbooks), tools and resources are held within our member portal.
Learn at your own pace
You can work through the modules each week as they’re released or slow things down to fit with your own schedule.
If you’re busy with your day job, working on an all-consuming project or life simply gets in the way, don’t panic. You can review and revisit the M-Academy materials at any time.
Building an effective marketing strategy that works isn’t an 8-week, linear process.
Register for M-Academy
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What do you get with M-Academy?
Whether you’re looking to take your business to new heights, build on your current skillset or starting from scratch, M-Academy can help. This 8-week programme offers invaluable insight into what it takes to achieve marketing success.
INSIGHT
Unrivalled access to the tools, techniques and tactics used by marketing agencies to achieve success.
COACHING
Videos walk you step-by-step through the process, with guided exercises to motivate, coach and teach.
RESULTS
Work at your own pace, without distraction, with searchable Q&As and online support, when you need it.
The M-Academy Curriculum
There are 9 core learning modules, plus a library of bonus trainings, resources and masterclasses to multiply your marketing efforts.
MODULE 1
Define Your Unique Superpower
Your value proposition sets the foundation for your brand, proposition and client experience. Here we define and articulate your Unique Superpower, avoiding common pitfalls. We test it to ensure it’s relevant, compelling and will resonate with your audience. You’ll also learn:
- Why a clear Unique Superpower = marketing success
- 10 common mistakes advisers make and how to avoid them
- How to define your Ideal Client Archetypes
- The single most powerful copywriting tip you’ll ever learn
- To create marketing momentum using sniper rifle focus
- The power of branding, packaging and placement
- To niche or not to niche?
MODULE 2
Service (re)Definition
If you adopt a ‘one-size-fits-all’ approach with your marketing, you’ll meet with limited success. We create your segmentation strategy, then (re)define your services and create service bundles to appeal to each client group. You’ll also learn:
- Why segmentation is crucial for profitability
- The traditional vs new world approach to segmentation
- How to audit your services and know your 'cost to serve'
- To avoid this commonplace, often offensive, mistake
- How to create services schedules (using our templates)
- Why using triggers is the best way to grab attention
MODULE 3
Strategic marketing planning
This module will give you a track to run on for your marketing. We define SMART goals and research your target audience. We see what’s worked and what hasn’t, then create your strategic marketing plan and Marketing Activity Schedule. You’ll also learn:
- Three questions that guarantee results
- How to uncover hidden gems about your target audience
- The three crucial pillars of any financial planner marketing strategy
- Marketing budget: how much should you spend?
- The minimum annual touch points needed to maintain engagement
- How to create a Marketing Activity Schedule
- The importance of being agile (and what this means in a practical sense)
MODULE 4
Build your online presence
Your client experience begins long before you ever meet IRL. It happens online, at any time. Is your business represented in the very best possible light? Here we help you build your online presence. You’ll also learn:
- Why winning websites don't lead with design
- The single biggest mistake financial planners make online
- The 15 questions every website must answer
- To map user journeys, structure your website and its content
- The mechanics of relaunching a website
- How to DIY or appoint talent to help (using our briefing templates)
- Real-life examples and content templates for every webpage
MODULE 5
Harness the power of storytelling
Brand stories are an incredibly powerful tool. They simplify the complex, make the intangible tangible, and help build an instant, emotional connection. Here we teach you to harness the power of stories in your business. You’ll also learn:
- The seven characteristics of great brand stories
- Tips: shining examples of brands doing it well
- Why the best stories are not your own
- How to create an animated video (step-by-step tutorial)
- Our five step storytelling formula
- create and use client case studies to showcase your services
- 10 killer interview questions to get to the heart of what your clients value
MODULE 6
Create your content strategy
Content really is king for attracting and engaging your ideal clients. An effective strategy will multiply your marketing efforts, spreading your messages far and wide through social. Here we set your strategy and create an editorial calendar. You’ll also learn:
- The power of auditing your client experience (and how to do it)
- Why your content must adhere to the rule of twelve
- Three simple steps to create your content strategy
- Four tips for creating engaging, impactful content
- How to create and run your editorial calendar (using our templates)
- 8 tips for writing better headlines
- 15 magnificent video content ideas
MODULE 7
Event planning in a box
Events can inspire people with thought-provoking content. We set the groundwork for planning events with access to all the tools and templates we’ve created to run client events. From checklists, to project plans, marketing templates, invites, confirmations, run sheets, and feedback forms. You’ll also learn:
- The three best types of events for boosting business
- Our fail-proof step-by-step event planning process
- Setting (and sticking to) your budget
- How to maximise the impact of your event marketing
- Timing matters: what to tackle and when
- How to create and utilise an event Run Sheet (using our template)
- The importance of your event debrief, with tips to ensure success
MODULE 8
Establish strategic partnerships
Strategic partnerships can supercharge your marketing and business growth strategy. In this module we take you through our step-by-step process for building engaged, mutually beneficial partnerships with professional firms. You’ll also learn:
- Where you're going wrong with professional connections
- Accountants vs lawyers: the difference
- The single biggest reason strategic partnerships fail
- Why language matters
- Six helpful resources to keep everything covered
- To use our presentation and marketing templates
BONUS MODULE
Your Client Advisory Board
Here you’ll learn how to run a Client Advisory Board programme, an essential tool to sanity-check your strategy, business growth and marketing plans. We walk step-by-step through the planning process and give access to call scripts, email templates, invites, agendas and confirmation letters. You’ll also learn:
- Five surprising benefits of Client Advisory Boards
- Planning: 8 simple steps to success
- Why your Board must be a programme, not an isolated event
- How to use our templates and resources
Bonus training & masterclasses
included with M-academy
When you sign up to M-Academy you’ll get unlimited access to a library of bonus learnings and classes, all included in your enrolment fee.
Your Client advisory Board
How to run a Client Advisory Board programme, an essential tool to refine your strategy, business growth and marketing plans. We walk step-by-step through the planning process with full access to call scripts, email templates, invites, agendas, checklists, action plans and letter templates.
(Value £1,999) included in the tuition fee
consumer behaviour & decision making
Neil Bage specialises in the sub-conscious behaviours that drive decisions. He is renowned for bridging complex scientific theory with real-world understanding and application. Here Neil helps you better understand what’s going on inside your clients’ heads when making decisions
(Value £799) included in the tuition fee
Presentation Masterclass
Do your presentations lack pizzaz? Maybe you struggle to succinctly capture your thinking and get your message across. In this masterclass we share our Pitch Perfect Formula for content creation. We also teach you to pimp your presentation design, with a suite of before and after tutorials.
(Value £546) included in the tuition fee
Re-brand or refresh? What's involved?
Is it time for a rebrand? Or perhaps you’d simply like to inject new life into your existing brand. In this masterclass we look at the different options for revitalising your brand and explain the minutia of what’s involved. You’ll also gain access to our briefing templates, questionnaires and resources.
(Value £399) included in the tuition fee
Multiply your content creation efforts
Are you struggling to make the most of the content you create? In this masterclass, we show you how to turn a single idea into multiple pieces of content – from short videos to infographics, audio snippets, articles and social posts. We also share the best tools to use for maximum impact.
(Value £399) included in the tuition fee
Daily habits for health, happiness & success
We are the sum total of our thoughts, beliefs and daily behaviours. That’s why it’s important to create habits for greater success and happiness. Charly will help you eliminate anxiety, exude confidence, and feel physically and emotionally healthier – in just a few easy steps each day.
(Value £449) included in the tuition fee
We've got you Covered.
by our 100% Risk-Free Guarantee
The M-Academy programme has the power to radically transform your marketing and your business. It includes over 100 tools and templates, each expertly designed to help you get results faster. If you’re dissatisfied with M-Academy, please submit your completed coursework by our refund deadline (12 am GMT on Sunday, 26 March 2023). Once received and reviewed, we’ll issue a full refund. Please note that refund eligibility is subject to this firm deadline. It also applies to payment plans, which means you’re responsible for all payments after the refund deadline has passed.
Reviews for the M-Academy
We tested the M-Academy with a broad selection of financial advice firms. Here’s what they had to say about their experience.
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