Category Archives for "Let’s Make Your Client Decide"

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?

Continue reading

7 6 Secrets from Social Psychology That Make Your Clients Say “YES”

Picture this: a technique to seduce people which makes them do the things that you want them to do. In his best selling book Influence: The Psychology of Persuasion (Collins Business Essentials), persuasion-professor Robert Cialdini presents 6 scientific based seduction techniques from social psychology. The book gave me ideas a financial planner can use to make their clients say ‘YES’ to the service financial planners are offering.



Continue reading