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What Marketing-Minded Financial Planners Say to Get Free Pub


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!

You can have dozens of marvelous ideas to get free publicity, but nothing will happen unless you pick up the phone and call a reporter.

Here's where the publicity game gets interesting for marketing-minded financial planners. You’ve been tracking reporters – you know who covers your topics. You’ve been tracking Topic A’s and trends affecting your market. You’re ready!

When you call a reporter, you’re going to say something like:

"Hi, Bob. I’m Stephanie Smart, and I am a financial planning consultant in town. I see you cover mutual funds, and I thought you might be interested in this.

Did you know that about two-thirds of my clients lately have been asking me for help with picking the right index fund? It’s a fascinating switch from what I’ve been seeing in the past."

And it has broad implications for our community, given the number of young professionals in the area, just beginning to think about retirement planning."

Or… “Bob, I saw your story last week on retirement planning by young professionals. Did you know that these folks are already leaning more towards index funds than traditional mutual funds? Would you like to know more?”

Trust me, every mutual fund reporter worth his or her weight in stock certificates is going to listen very closely to you.

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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