If you have studied hard to pass your CFP® exam and worked for years as a financial planner, and you might even have launched your financial planning service, but without the success you dreamed of, I’m sure you’ve been frustrated. I sure have, and I still am once in a while.
The worst part is that there doesn’t seem to be a straightforward explanation as to why you failed.
Oh yeah.
It’s there, my dearest friend.
A brand new animation video telling you the Smart Financial Planner vision for the future of financial planning.
And if you’ve been with me for a while, you’ll know what it’s about:
This Is Why Free Prospect Meetings Mostly Don’t Work (and What Will Instead)
I get it.
You don’t want to be one of the thousands of financial planners stuck in the land of sameness — indistinguishable as you parrot the same old advice everybody else does.
You want your service to get noticed, and you want it to feel vibrant, fresh and new.
But your financial planning service might feel threadbare, and you’ve got no bloody idea how to make it exciting again.
So you search for answers on how to stand out.
But all you find is this airy-fairy platitude: Offer a free first prospect-meeting!
Which feels like surface-level hoopla that lacks the substance and specifics you really need.
The harsh truth?
Well, surprise, surprise, surprise…
After four wonderful years on seebeyondnumbers.com, I’ve decided to rebrand as SmartFinancialPlanner.com.
Why?
Here’s a short story that seems to have nothing to do with financial planning (but it does).
Imagine Bob Lutz.
Bob Lutz?
He’s the former CEO of General Motors.
Bob is not the artsy-fartsy kind of guy. He looks and acts like a marine, which he once was. He smokes cigars. He flies his plane. He once said that global warming was a myth, peddled by the environmental movement.
But when the New York Times asked him about how his approach would differ from his predecessors at the time he started as a CEO at GM, here’s how he responded:
You’ve heard it countless times.
Your clients want to feel:
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?
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…
Dearly Beloved,
We gather here today to honor the memory of our friend, Certified Financial Planner.
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?
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.