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.
“If this is going to last any longer, I’m jumping off the roof”
What if your clients become very eager to talk about their financial goals?
And even thank you because you gave them the opportunity to share their story with you?
Imagine your client-to-be comes to you and says:
“I see you are the perfect financial planner for me because of your professional designation. So therefore, I would really like to work with you”
If you have experienced this, then stop reading this article.
Otherwise, you might want to continue.
Are you willing to be open and honest with yourself?
Then let’s begin.