Category Archives: Marketing

Attract and maintain clients

PR is supposed to attract and maintain clients. So even for a new planner it’s possible to use it effectively. New clients will either hear about you in the press or you can send your clippings to them, use them in marketing materials, etc. Existing clients will be happy that you are at the status that your opinion is being sought after.


One of the most powerful ways to connect with prospects, clients, colleagues, and economic buyers of the world is through storytelling. All our life we’ve been told stories: as children, in school, at camp, through books, movies, opera and even TV and radio commercials. As humans we’re hard-wired for stories. We’re conditioned to respond to them…and we do. You can use stories to effectively sell yourself and your services.

Cost of promoting seminars

Many people have gone broke promoting seminars and events. It’s a gamble.  But let me say this: A 1% response to direct mail is really good, probably more like 1/2% So if it cost you $300 for the room, and $200 in misc expenses, you could spend $1500 on mailings, which after printing and postage of about .50 each, gives you about 3,000 pieces. at one percent it’s 30 people, at .5% it’s 15.  Not counting your time, you can see how the costs add up quickly.