Marketing-Minded Financial Planners, Don’t Hold Back Information From the Media

Some financial planners think that they shouldn’t share their top tips with the media.

I can see some validity in thinking this way. After all, the media is going to deliver these tips to the public at practically no charge. Then all those people who might have been paying customers won’t have any use for their services.

But there’s two things wrong with this:

First of all, it’s true that most people are likely to use your information and never contact you. Then again, most people aren’t likely to use a financial planner. The people you want to reach are that fraction that are looking, perhaps even subconsciously, for help with their investments. When they see your name in the paper, regardless of the information it is connected to, they will think about calling you.

Second, you aren’t the only financial planner looking for publicity. And unless your wisdom far exceeds that of any

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