Next Speaking Dates:

Harwich, (Mass.) Chamber of Commerce

Marketing Ideas That Matter

April 17, 2008

Beth will participate in a panel discussion.  She will

focus on the use of public relations to promote a business.

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Financial Planning Association, Annual Conference

Boston, October 4-7, 2008  -- Two Presentations:

Put it in Writing

You will learn how to translate what you do every day for clients into lively and informative written copy for your financial plan executive summaries, thank you notes, action plans, and client quarterly newsletters without running afoul of compliance.   

1.  Ten easy tips for clear, effective writing

2.  Five outlines for important documents

3.  One major, and damaging, writing mistake to avoid

Your written material offers clients and their allied professionals documents to help them understand the expertise you bring to the table as you work with them to accumulate assets for retirement.  Your materials take on an authentic voice as you tell clients what you do, how you do it, and with what expected results. 

Prospecting in a Sound-Bite World

You will learn how to create succinct, effective, introductory material for editors and reporters that will capture their attention and position you as a trusted expert with electronic, print and broadcast media that your future clients listen to, see, or read.

1.  How to create five brief, succinct messages that capture the attention of your target prospects 

2.  How to create media smart strategies to impress the editors you need

3.  How to manage media hits and translate them into marketing materials and website content

When you periodically send copies of your media hits to your clients and centers of influence, you will establish yourself as a trusted expert with the media. Your media success will translate into a reputation for trustworthiness with prospects who are willing to book initial meetings.

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Recent Speaking Appearances

Beth was a concurrent session speaker at the TD Ameritrade national conference in San Diego, February 8, 2007, speaking to an audience of 250 financial advisors on “Get Media Smart! Build Your Reputation, Referrals & Revenues With Media Marketing." 

She spoke on the same topic at a southern regional TDA conference in June 2007 in Ft. Lauderdale. 

She recently presented “Marketing to Unmarried Couples” for the bi-annual national conference of PridePlanners. 

She has lectured and presented seminars on media strategy to most of the largest Financial Planning Association chapters, nationwide.