7 “What is My Financial Planning Service For? What is My LIFE For?”
Do you remember the moment you decided you wanted to become a financial planner?
Did you consider yourself a helpful person back then?
Category Archives for "How to Be Meaningful"
33 How To Enrich The Meaningfulness of Your Financial Planning Service By Doing What You’re Supposed To Do
Have you ever considered why you want to be a financial planner in the first place?
44 Here’s Why You’re Unconsciously Influencing People NOT to Refer You and What to Do About It (Which You Probably Want to Do Anyway)
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:
78 Here’s the 6 Step Formula To Get Your Client To Open Up Like a Flower
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?
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.
8 Now Financial Planners Can Quit Being A Professional
What is professionalism?
Professionalism is fitting in.
Fitting in the corporate culture of targets, AUM and commissions. Fitting in the accepted belief that more is better. Fitting in to not challenge the status quo in the financial services industry.
Imagine that Steve Jobs was a professional. Would there be an iPhone?
13 3 Types of Financial Planners – Which Group Are You In?
There are three types of financial planning businesses.
All three have its own style, it’s own structures and measurements and it’s own strategies.
The question is: are you in the type of financial planning business you really want to be in?
12 Why People Don’t Stick To Your Financial Plan and What To Do About It
Sir Edmund Hillary and Sherpa Tenzing Norgay
Do you believe that your clients act on your financial plan?
Then imagine Sir Edmund Hillary, the first man to climb Mount Everest, explaining how he was able to accomplish that feat.
Suppose he had explained he was just walking around one day when he happened to find himself at the top of the tallest mountain in the world.
Ridiculous of course. But no more ridiculous than your thinking that your client will stick to your financial plan while you are not working to make it happen.
8 Why Every Financial Planner Ought to Serve These Almost Unknown Niche Markets
Why consider to serve another niche?
There are a million and one financial planners, advisors, wealth managers or online solutions on the market. The market is so saturated, so why bother launching yet another one?
Before answering this question, let’s go back in time. Where we lived in a world with limited choices and big companies could afford to cast the net wide across the masses. No depth required.
Do you think this tactic works now that the masses have the power to choose? Where people have the choice to visit your competitor with two swipes? The market of everyone has disappeared and that’s scary for big companies.
4 Here Are 6 Little Known Ways How Money CAN Make Your Clients Buy Happiness
Some things are so common, that you think it’s true without even thinking it might not be. The Beatles sang “Money Can’t Buy Me Love”. And that’s true, probably.
Everybody says “Money Can’t Buy Happiness”. And that’s true, probably.
But what if there is scientifical evidence that money CAN buy you happiness?