The demo opens with a title card that displays the text Build your financial advisory business.

I know that marketing my services to new clients is essential to the success of my financial planning business.

The words Value Proposition appear near the center of the screen. The scene changes and the words appear again, this time as a heading near the top of the screen. Under the heading, the following four bullet points appear in succession: What is unique about my firm?, What services do I have to offer?, How do my services work?, and Why do I believe my services are beneficial?

In order to attract new clients, I first need to develop my value proposition. This statement articulates what is unique about my firm, what services I have to offer, how they work, and why I believe they are beneficial.

A Word template titled Tactical Marketing Plan appears. Under the section heading Objective, the purpose of the plan is typed. The pointer clicks the down arrow on the scroll bar so that the template scrolls up the screen to show the Target Market section of the template.

My value proposition serves as the inspiration for my marketing plan. I outline my marketing objectives and processes in a Word template. My plan also includes target market demographics and metrics for success.

The scene changes to the Marketing Budget Plan template in Excel. The pointer clicks the down arrow on the scroll bar so that the first worksheet of the template scrolls up the screen. Then the pointer clicks the sheet tab of a worksheet named Budget Plan Chart. The Budget Plan Chart worksheet appears. The worksheet shows a pie chart that represents the budget plan data.

I use an Excel template to manage my marketing budget. When I enter estimated costs in each of the budget sections, the budget plan chart gives me a visual breakdown of how my money is allocated.

The New Prospect Summary template in Microsoft Office InfoPath 2003 opens. The pointer clicks the down arrow on the scroll bar so that the template scrolls up the screen to show sections titled Contact Information, Opportunity Description, and Additional Notes.

After I've identified my budget and my target market, I begin constructing a prospects database. I use an InfoPath form to gather information for each of my new prospective clients.

The scene changes to an e-mail newsletter in Microsoft Office Publisher 2003. The pointer drags the scroll box on the scroll bar so that the e-mail newsletter scrolls up the screen to show articles such as 401(k) Investing Tips and Understanding Market Fluctuations.

I can then use information from this database to create a simple e-mail newsletter for my prospective clients or send them mailings about seminars.

An image of a stock market graph with a large transparent dollar sign superimposed on it appears.

Marketing can be a challenge, but with careful planning, I can make my business a success.

The image of the graph disappears. The text Microsoft Office appears with the Microsoft Office logo, and under them the URL http://www.office.microsoft.com appears.