5 Levels of Financial Planning – What’s Your Level?
“Am I getting better?”
It may be the most important question you can ask yourself as a financial planner. If you’ve never thought to ask it before, go ahead and do it now. And be honest.
Are you a better financial planner than you were three months ago? A year ago? Three years ago?
If the answer is “No” (or even “Yes, but not much”) then you might face a serious problem.
How to Be Smart in a World of Ignorant Financial Planners
Can I be painfully honest with you for a moment? Can I say something that will quite likely make you mad?
Prepare to be shocked.
Here’s a great story.
A few days ago I visited our local pastor. He’s like the ideal grandfather. Old, old-fashioned, always a friendly smile.
Can you picture it?
I didn’t expect to learn how to overcome my prospect’s objections during this short visit.
But when he started talking, I was blown away.
Imagine that your prospects didn’t hesitate, not even for one second, to pay your price. That it would be – in fact – a no-brainer.
Don’t believe that’s possible? Then stop here.
However, if you don’t want to leave money on the table and if you don’t want to miss my free gift at the end of this article, you might want to keep reading.
You’re in conflict. I know, because I’ve been there myself.
You love financial planning and you see how your service helps people solve their problems, get closer to their dreams and live a happier and meaningful life.
But at the same time, you have a sneaking suspicion you’re not giving your service the best possible chance of success.
Do you remember the moment you decided you wanted to become a financial planner?
Did you consider yourself a helpful person back then?
Can I tell you about a very personal experience?
Have you ever considered why you want to be a financial planner in the first place?
In my previous article I asked you why you think your clients don’t refer your financial planning service. And more than 100 planners gave me a worthy answer.
However, I wonder if those planners have ever thought of this:
You probably aren’t aware of this. But it’s true: financial planners are heroes.