Marketing Financial ServicesThere's no better time than the present to be marketing financial services. That's because given the state of our economy and their finances, consumers recognize that they need professional assistance resolving their money issues, but don't always know who to work with. Whether your business helps consumers resolve their debts, rebuild their credit, do a better job of managing their money day-to-day, plan their financial futures, or invest their money, my experience marketing financial services can help you make the most of this opportunity. Consider how my marketing financial services assistance helped one company in less than a year: Consumer Recovery Network (CRN) helps consumer and small business owners with too much debt negotiate settlements with their unsecured creditors. This extremely consumer-centric business is a stand out in an industry known for unethical dealings with their customers and for frequently making their clients’ financial situations worse not better. Yet, when I began working with CRN, it had a very low profile and was virtually unknown to the media. The marketing financial services program I set up for CRN, which included press releases, e-mail pitches to a targeted group of media and interviews for Michael Bovee, CRN’s president, began build the company’s visibility and reputation. It provided Bovee with an opportunity to differentiate his company from other debt settlement firms and to educate consumers as well as the media about when settlement is an appropriate debt management option. Since I've been working with Bovee, he has done interviews with a wide variety of high profile national media, including nationally-syndicated personal finance columnists Liz Pulliam Weston and Kathy Kristoff, Sandra Block with I am perfectly positioned to help you with your financial services marketing too. Why? Because I am knowledgeable about a wide range of personal finance topics and legal issues related to money, I have excellent contacts with local as well as national media, and I have a proven track record marketing financial services. Here is some of what I can do for you: • Position you as a local or national expert -- the person the media turn to when they want to interview someone with your knowledge and expertise. Becoming a recognized expert is a great way to make members of your target audience take note of you and your services. • Help you publish an e-book. There is no better way to enhance your professional reputation and credibility and the visibility of your firm than to have a book published with your name on it, and e-book publishing is a quick, easy and affordable way to get a book done. • Ghostwrite a book, magazine or newspaper article for you. Don't have time to write? I can help! To date I have ghostwritten 21 nonfiction books, including books about credit, debt, debt collectors, bankruptcy, estate planning and asset protection, among other subjects. Four of those books are part of the popular ...for Dummies series and some of the books have landed on best-seller lists. I’ve also ghosted articles that have run in national magazines. Learn about my ghostwriting services here. • Write press releases to publicize news about your business and follow up with the media to schedule print, TV, radio and Internet attention about your news. Let me tap my extensive network of local, state and national media contacts on your behalf! • Revamp your web site or keep it fresh by writing articles, fact sheets, news updates, alerts and more for it on an ongoing basis. I will make your web site a more effective financial services marketing tool by giving your target audience a reason to return to it time and time again. • Plan and write the editorial content of your e-newsletter. An e-newsletter full of useful and timely information is a great way to provide your current and potential clients with regular reminders about your services. If you need an e-newsletter designed, I work with a number of talented graphic designers. • Set up your blog and draft your blog posts. A blog is a great vehicle for communicating in a very personal way with your target audience. • Assess the effectiveness of your current financial services marketing efforts, including your social media program, and provide you with a written report on my findings and recommendations. • Help you define your marketing goals and prepare a detailed written plan outlining a marketing plan of action to achieve those goals. • Develop printed marketing materials for your practice, like brochures, fact sheets, and case studies. • Plan events to help promote your business and generate media attention for them. Possible events include teleseminars, a speakers series, workshops and seminars, panel discussions, receptions, and benefits for the nonprofit organizations you support. • Pitch you to community organizations, associations and conference organizers as a speaker or panelist.
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