5 PR Tips For Financial Planners

Getting positive publicity should be a goal of almost every financial services firm. 

A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. Financial planners do their work by consulting with clients to analyze their goals, risk tolerance, and life or corporate stages, then identify a suitable class of investments for them. From there they may set up a program to help the client meet those goals by distributing their available savings into a diversified collection of investments designed to grow or provide income, as desired.

For many they need to take the first steps.  For others they need to refine what they are doing to improve their exposure and to maintain themselves financially stable. For more information on finance and loans you can look here.

In both cases, there are a handful of public relations best practices they should be doing.

Read Mike Byrnes’ Financial Advisor article for five PR tips for financial planners that came from the Financial Planning Association:

  1. Be passionate.
  2. Think before speaking.
  3. Be a resource.
  4. Be authentic.
  5. Represent more than yourself.

Financial planners must have sufficient education, training, and experience for clients to place trust in their recommendations. As evidence of these qualifications, a practitioner may earn and carry one or more professional designations. Financial planners who explicitly provide financial advice and manage money for clients are considered fiduciaries. This means they are legally obligated to act in a client’s best interests, and they can’t personally benefit from the management of client cash flowing assets.

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