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Are you willing to be open and honest with yourself? Then let’s begin.
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Good financial planners, we’ve long been told, are skilled problem solvers. They can assess people’s needs, analyze their predicaments, and deliver the optimal solution. But today, when information is ubiquitous, the ability to solving problems matters relatively less.
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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
