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Publicity: The Right Way for Marketing-Minded Financial Plan


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!

Let's say you've called a reporter with some ideas for stories about financial planning, and they seemed interested. Congratulations! First, pat yourself on the back. It takes intelligence and gumption to come up with ideas that reporters like.

Next, consider how you are going to follow up. Reporters are usually working on several stories at once, and unless they are coming to meet you today, there's still a considerable chance that it will fall through the cracks. You need to try, without being annoying, to keep that story at the front of their mind.

If your call went great and the reporter’s interested – tell her you’ll send something by fax or email to summarize what you discussed. Whether you send a fax or email, keep it brief and on point. Don’t use it to raise new topics – close one deal first!

After you’ve had a good call, or sent something to a reporter, follow up about a week later. If you get no response, assume the idea’s either dead or filed for later consideration. No amount of follow-up calls is likely to change this cold truth – and it will actually lower your stock. Don’t be viewed as pestering – if the initial idea doesn’t fly, wait a while, then float a new one.

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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