Episode 29: Bernie Kiely on Press Attention

“...skill that I just picked up was every time I would read an article about consumer finance or taxes or financial planning, I would write a snail mail letter to the author. "Dear John, I read your article. I thought you did a great job. It was a real public service. This is another way you can look at the topic or here's how I explain it to my clients." And I tell people no matter how bad the article was, you never say that you want them to love you, not to hate you. And eventually, when younger reporters get an assignment from their editor, the first thing they do is pick up the phone and call me.”

If you’re seeking growth for your practice, few things can spur some incoming calls like a positive review or mention in a newspaper or magazine article, or a guest spot on a talk show. Guest Bernie Kiely shows you that not only can you offer a wider range of skills and services, like accounting or business analysis, but you can reap some press attention for your firm with just a few simple techniques, and then put your presentation and teaching skills to use to help others, widening your referral base and building the practice even faster. This is a high-speed half-hour of nonstop insight from one of the top gurus at NAPFA and in the CPA world. Don’t miss this informative episode!

Bernie Kiely is a NAPFA registered advisor and principal of Kiely Capital Management, Inc., an RIA. He's also owner of Bernard Kiely, CPA, an accounting firm, where he specializes in individual taxation.

Bernie has been providing Fee-Only financial planning, investment advisory, and income tax services for individuals for over 30 years. He was recognized by "Worth Magazine" as one of the best financial advisors in the nation four times in a row. He was profiled in the December, 2000 issue of "Investment Advisor Magazine". "Accounting Today Magazine" has listed him twice as one of the CPAs to know in financial planning. And Bernie is three times listed as a five-star wealth manager in "New Jersey Monthly" Magazine. He's a former board member, the Northeast/Mid-Atlantic region, and a member of the education committee for NAPFA National.

Bernie has been quoted in or written articles for "Money Magazine," "Investment Advisor Magazine," "New Jersey Law Journal," "Financial Planning Magazine," The Newark Star-Ledger, "The New York Times," "The Wall Street Journal," "Accounting Today. The Morris County Record, as well as "The Bergen Record" and "Worth Magazine." In September of 2006, Bernie was a guest on Maria Bartiromo's TV show, "Wall Street Journal Report."