Category Archives for "Start with why"

A Simple Edit That Makes Financial Planning 100% More Engaging

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Has this happened to you?

You’ve spent years of hard work, wracking your brain to become the financial planner you want to be, and then you find most people just don’t care about financial planning.

And you wonder: how is that possible?

Perhaps your service is lacking something important. It needs one vital ingredient to really stand out.

A clear reason why you’re in business.

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56 How You Almost Always Win Your Clients’ Hearts and Sometimes Even Get Raving Fans By Just Reversing The Order of Your Story

Raving fans for the financial planner

 

Not a single financial planner wants to scare his potential clients off when telling the story about their business. Yet, very few financial planners dare to really attract their clients with the real reason they are in business. But what if that reason is a story that makes you more believable, trustworthy and gets you more clients (and maybe even some raving fans)?

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5 How to Tell Your Most Important Story and Gain Trust from Your Clients in 5 Minutes

 

Picture this: a new client made an appointment with you and comes to see you in your office. So you think: “This client has a financial problem that I probably can solve.” You’re right. But be aware, your client has another problem first. He doesn’t know if he can trust you. So the question is: how do you let your client know that he can trust you, without you saying: “Don’t worry, you can trust me”.

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