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Consumers' concerns about their finances represent a marketing opportunity
for financial professionals like you.


Consumers are worried about their families’ financial futures and recognize that they can't secure those futures on their own. They understand that they need information, advice and guidance from a financial professional like you.

As an experienced marketing professional with a broad knowledge about a wide range of personal finance subjects and excellent contacts with local as well as national personal finance media, I am perfectly positioned to market your services to consumers. For example, I can:

• Help position you as a local or national personal finance expert -- the person the media turn to when they want to interview someone about consumer money matters. Becoming a recognized expert is a great way to make members of your target audience take notice of you and your services.

• Write press releases to publicize news about your practice, select the media to receive each release, 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!

• Keep your web site fresh by writing articles, fact sheets, news updates, alerts and more for it on an ongoing basis. Your web site will be a more effective marketing tool for your practice if you give your target audience a reason to return to it time and time again. If you don't have a web site, I can help you develop one.

• Plan and write the editorial content of your e-newsletter. Using an e-newsletter to deliver timely, useful personal finance information directly into the e-mail boxes of your current and potential clients is a great way to provide them with regular reminders of your practice and services. If you would like an e-newsletter designed, one of the talented graphic designers I work with can help you.

• Set up your blog and draft your blog posts. A growing number of financial advisors are using blogs to communicate with their target audience. Blogging is a quick, easy, and informal way to share with your current and potential clients timely financial information and advice.

• Assess the effectiveness of your current marketing efforts and provide you with a written report on my findings and recommendations.

• Write a book, magazine or newspaper article in your name. There is no better way to enhance your reputation and the visibility of your business than for your thoughts and advice to appear on the printed page. To date I have ghostwritten 20 books on personal finance and consumer law topics, some of which have ended up on best-seller lists. I’ve also ghosted articles that have run in national magazines and local newspapers.

• 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 practice and generate media attention for them. Possible events include speakers series, 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.