In Today’s Nervous Economy, Financial Planners Can Attract New Clients and Encourage Referrals Through Teleseminars

Teleclasses or teleseminars – which are essentially an extended telephone conference call – can be a cost-effective way for financial planners to appeal to mid-career professionals and other busy clients who would never attend a lunch or dinner seminar.

(EMAILWIRE.COM, March 25, 2008 ) Goshen, MA – Despite all the buzz about social media, viral media and blogging, an incredibly easy-to-use, pre-computer medium can be a productive marketing tool for financial planners: the telephone. Teleclasses or teleseminars – which are essentially an extended telephone conference call – can be a cost-effective way for financial planners to appeal to mid-career professionals and other busy clients who would never attend a lunch or dinner seminar. An upcoming four-week course with veteran teleclass presenter Marcia Yudkin (www.yudkin.com/teleteach.htm) enables teleseminar novices to get a fruitful program up and running by late spring or early summer.

"If you can keep an audience listening on a telephone call, you can run teleseminars as a marketing, retention and referral tool," says Yudkin, the author of 6 Steps to Free Publicity and 10 other books. "They don’t require you to understand computers or to be web-savvy, and it’s possible to run them at little or no cost."

Just a few of the countless ways financial planners can implement teleconferences:

* Free Q&A financial planning session for parents of college-bound teens

* Joint appearance with a tax professional discussing for clients why and how planners and tax pros need to coordinate strategies

* Paid four-part teleseminar on the basics of investing

* "Question of the month" call, announced by postcard or voice broadcast to client list

* Referral tool: no-sales-pitch retirement planning teleseminar that clients can invite four friends to attend

Yudkin’s upcoming "Teleteach for Profit" course meets the first four Wednesdays in April from 4 to 5 p.m. Eastern time and includes information on costs, teleclass structure, marketing, publicity, logistics, technologies needed and not needed for success with teleseminars; samples of pertinent emails, postcards, transcripts and other people’s teleseminars; one-on-one consulting or moderation of their teleclass; free distribution of one teleseminar-related news release; and two months of access to a private member forum for feedback and answers to questions. Including every ingredient necessary for success in marketing through teleclasses, the program costs $795.

For more information on "Teleteach for Profit," go to www.yudkin.com/teleteach.htm .