81 Here’s A Remarkable Secret About How Financial Planners Move People To Think Long-Term And Decrease “The Instant-Gratification-Problem”


Imagine yourself buying something from the internet. How long do you want to wait before enjoying your purchase?

A day, an hour, a minute, a second?

Now, imagine your client buying your financial planning service. How long does your client want to wait before enjoying the benefits of reaching his goals?

Half a century, 25 years, a decade?

In today’s instant-gratification-world, it takes a behavioral shift to move your clients to think about their future.

So, how do you do that?

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87 Here’s The Surprising Truth About Why Your Financial Planning Customers Love It When You Double Your Income


Yes, it sounds crazy, I know.

You might think it’s about more leads, fees, AUM, or commissions. But no, it’s not.

The real reason is far more interesting. And it’s something most financial planners don’t know.

So before I’ll tell you the truth about how you are able to double your income while having highly satisfied customers, let me first tell you a story.


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4 Why Even Abundant Knowledge Most Likely Won’t Be Enough For Financial Planners to Thrive in The New Age (And What To Do About It)


It has become obvious, in retrospect, that organisations with superb knowledge economy credentials – companies such as Microsoft, General Motors and big Wealth Management Companies, for example –weathered the global economic crisis little better than companies based on the industrial age economics they superseded.

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9 Why People Don’t Want Your Financial Planning Service And It’s Not Because They Don’t Need You, Don’t Trust You, Or Don’t Believe You

A study done by a pair of Canadian psychologists uncovered something fascinating about people at the racetrack.

Just after placing a bet, they are much more confident of their horse’s chances of winning than they are immediately before laying down that bet.

Of course, nothing about the horse’s chances actually shifts: it’s the same horse, on the same track, in the same field.

But in the minds of those bettors, its prospects improve significantly once that ticket is purchased.

What has this got to do with financial planning?

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1 Here’s One of The Most Powerful Ways To Overcome Resistance When Explaining Your Financial Planning Service


Once upon a time, before you learned to be more objective, you thought you were important and that people around you were important. Chances are you asked questions that made people uncomfortable. To protect you from a life of narcisstic, emotional waywardness, you were sent to school to learn how to be useful.

You learned you aren’t important.

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10 What Every Financial Planner Ought To Know About Adding Value Even When (Potential) Clients Rather Do It Themselves


Most financial planners sell advice. Because people are willing to pay for it. It’s as simple as that.

This system worked in the old world. Because there was no alternative.

Fortunately, we now live in the age of DIY.

Do It Yourself.

Fortunately, because now, people have the (free) online tools to create their own, new financial planning experience. Which ignites innovation in our profession.

Is this a threat for your financial planning business? Yes, it can be.

Yet, there is an alternative.

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27 What Financial Planners Can Do To Make Their Table Bigger and It’s Not About More AUM, More Products, More Commissions or More Market Share


When you enter a poker room usually there are many different choices of tables that you can sit down at. Each table has different stakes, different players and different dynamics that change as the players come and go, and as players get excited, upset or tired.

In poker, people spend a lot of time learning the best strategy to play once you’re sitting down at a table. It’s like the financial planning business. Financial plannners spend a lot of time to get better when they’re in the business.

They think the game starts when they are at the job.

They think the game starts when sitting at the poker-table.

But does it?

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