Here’s How Your Financial Planning Clients Want to FEEL

You’ve heard it countless times.

Your clients want to feel:

  • Safe.
  • Secure.
  • In control.

And all the other emotions that tie into that great overarching benefit to help people reach their financial goals.

And live happily ever after.

But here’s the big question:

Do they even WANT to feel secure about their financial goals?

Continue reading

1 Here’s the Logical Truth About Why Financial Planners Should NOT Advise Prospects (and What To Do Instead)

Varys – The King’s “Counselor” in The Game of Thrones.

Admit it. You’re skeptical after reading this title.

Is NOT giving financial advice really the answer to all your prospecting efforts?

You work your ass off on building your knowledge, so will it get the recognition it truly deserves by NOT sharing it with the world?

Well, here’s the disappointing truth…

Continue reading

4 The Great CFP® Gap: Why 98% of the Program Isn’t Helping You (and What To Do About It)


Admit it.

You’ve studied months, weeks, days, nights, and even more to pass a rigorous 10-hour CFP-exam.

You’ve scrutinized all the financial planning material that teaches the ‘mechanics’ of your profession, to finally get the degree you dreamed of.

To finally learn the stuff that will transform you into a smarter person. And not just any smarter person … a Certified Financial Planner.

Wow, that’s something to be proud of.

Because as of then, the world is going to be at your feet.

Or will it?

Continue reading

Here’s what Dan Pink Can Teach Us about the Future of Financial Planning (with Lights)

dan-pink-1024x546

Have you ever wished you could peer inside the mind of one of the greatest writers in the world and find out exactly how he sees the future of our financial planning profession?

Well… here’s your chance.

Dan Pink has published 5 books, all of them bestsellers. His books have been translated into 35 languages and have sold more than 2 million copies worldwide, making him one of the best selling writers in the world.

And now he’s going to tell you exactly what to do to succeed in the future.

Sort of.

Continue reading

A Simple Edit That Makes Financial Planning 100% More Engaging

shutterstock_346208342

Has this happened to you?

You’ve spent years of hard work, wracking your brain to become the financial planner you want to be, and then you find most people just don’t care about financial planning.

And you wonder: how is that possible?

Perhaps your service is lacking something important. It needs one vital ingredient to really stand out.

A clear reason why you’re in business.

Continue reading

2 How To Be Bold in a World Where Compliance is King

compliance_1000x600

It’s practically a financial planning commandment.

Thou shalt obey the compliance officer.

And even if those words have never been etched into stone, it’s still rock-solid advice. After all, if you DON’T follow their advice, your financial planning career will be doomed. Forever.

Knowing this, you take compliance seriously.

You read what they publish.

You study for their exams.

You tweak every process until it’s perfect.

But does this help you? I mean, does this help you to move forward?

If you’re honest, you can’t help but feel mortified at the prospect of staying hopelessly trapped in the compliance officer’s rules.

You want to break out. You want to escape. You want to do it your way.

Continue reading

4 The Myth of Financial Goals Needs to Die

stencil-linkedin-post

Can I be straight with you?

What most financial planners claim about the importance of financial goals is totally wrong.

It’s overly simplified, it’s just a marketing-term, or interpreted the wrong way.

Over the last 17 years I have been in the industry, I’ve served hundreds of people, had 1,000+ client-conversations, and I’ve experienced firsthand the (un)importance of financial goals.

And a lot of stuff that planners say or write about financial goals … it just isn’t true.

The irony?

Continue reading

4 6 Irresistible Incentives That’ll Quadruple Your Financial-Planning-Prospect-List in No Time

stencil.default (3)

Clients.

That’s what you want, don’t you?

And naturally, you want more for your financial planning service.

You network. You advertise. You spend lots of time on social media. You pay for social media. You pay for SEO. Heck, you even pay for radio or television time.

It’s costing lots and lots of time and money.

And sometimes it feels as if you’re pumping water down a leaky pipe.

In that situation, what’s the smarter move – pumping more water, or fixing the leak?

Continue reading

1 2 3 8