Category Archives for "How to Be Meaningful"

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?

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4 The Myth of Financial Goals Needs to Die

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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?

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

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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?

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76 Why SMALL Changes in Your First Impression Ignite a BIG Impact on Your Financial-Planning-Prospects (Backed by Science)

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It’s okay. You can admit it.

When you ask yourself how many prospects you really have for your financial planning business, you mostly tell yourself an exaggerated story.

Why? Because the real answer might be embarrassing.

You keep meaning to work on getting more people interested in your financial planning service – and you’ve read plenty of tips on how to do it – but in truth, your prospect-list has barely changed.

Unfortunately, when different experts give you contrasting tips, you can struggle to know which tip to follow.

Fortunately, surefire, simple and scientifically proven shortcuts exist. And no one has probably told you about them.

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