PTMP
(Since 1983. This is the revised ITMP)

The PTMP - Personal Target Marketing profile helps financial advisors choose personally suitable target markets and suitable appeals to those markets. PTMP provides a brief, frugal alternative to a full target marketing consultation. 

New and emerging advisors like the less expensive flat fee
Seasoned veterans who have lost their markets, who struggle with the changing times, who want a new perspective or to change their markets find PTMP's brevity appealing
Organizations find it useful to jump-start their marketing with many players at once 

The process is simple:

  • Pre-pay the flat fee of $495. (Volume discounts available.)
  • Complete the Class B test and send in for scoring. (This test must be scored by the test administrator in CA.)
  • Email your completed factfinder and second test results. (The second test is self-scored.)
  • When your test scores are received and your information package is complete, we will schedule your telephone appointment.
  • Telephone Appointment:  A careful personal fact-finding discussion. (The call will be recorded digitally.)
  • Report:  1-page written summary, the recording and applicable support materials will be emailed to you.
  • Follow-up:  A half-hour follow-up call will be scheduled when you want it (within 6 months of receipt of the summary).

That's all there is to it. One organization leader calls PTMP "the most scientific approach to personal marketing in practice today."

To order, order and pay online or mail in the order form with your check. Your PTMP Package will be emailed to you. This is a pre-paid service. Begin by telling us your personal background.

The overall time required to complete this process is typically 3-6 weeks, depending upon the speed with which you complete the tests, the mail time for scoring, and how quickly you can schedule your first appointment. Great results come from careful input.

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