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Marketing-Minded Financial Planners, Join Your Professional
Successful financial planning is more than advice and more than products. Successful financial planning is an attitude. How to create an atmosphere of shared goals about the future!
Unlike some professionals like lawyers and doctors, financial planners aren't required to be members of a professional association. However, if you want to take advantage of a great way to get free publicity, you marketing-minding financial professionals will join an association like the Financial Planning Association or the Society of Financial Service Professionals.
Get active first in your local chapter, then nationally. Being active in a professional association is the number one way for a financial planner to get media coverage.
When media folks need experts, they often go straight to the associations for help. This is a particularly popular tactic among local newspaper or television reporters who want a local person to comment on a national story. Has the stock market had a huge rally? They'll want a local stock-picker to share their thoughts, not a New York City brokerage chief. That's when a reporter will call the association.
Most associations and chapters have a list of financial planners that they will refer the media to. You want to make sure that you are on this list.
Besides publicity, there are several other chances to improve your marketing that membership in a professional association provides. You can publish articles in their newsletter (then reprint these to give to clients), speak to outside groups on behalf of the association, and attend marketing seminars given by speakers like me at national conventions.
About the Author
Ned Steele works with people in professional services who want to build their practice and accelerate their growth. The president of Ned Steele's MediaImpact, he is the author of 102 Publicity Tips To Grow a Business or Practice. To learn more visit http://www.MediaImpact.biz or call 212-243-8383.
By: Ned Steele
Most financial plans fail:
Because the people don't stick to them. It's as simple as that. In our microwave environment we aren't often committed to a common goal long enough to see how the plans we make will come to fruition.
We recommend that you establish a communication process guaranteed to uncover what's important. That is the first step in setting priorities and getting buy-in from everyone.
As consultants, business coaches, and Certified conflict prevention and resolution professionals - with combined experience of over 100 years helping executives and business owners plan for their future - the one element, required before anything can move forward, is a spirit of cooperation.
That spirit is either a natural result of an atmosphere of shared goals about the future, or it one they have refined or learned from scratch.
Strategic Conversations is a process you can learn that will provide enhanced communications for life. Their free resources and accompanying free research report will help you establish the framework for determining, among other things, the right financial planning strategy for you right now!
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