16 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?

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8 Could it Be That Meaning is The New Money For Financial Planners?

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:

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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?

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

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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.

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1 A Simple Edit That Makes Financial Planning 100% More Engaging

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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.

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