181 Here’s What Financial Planners (CFP) Can Learn From Top FBI Hostage Negotiators About Creating Magical Connections In Less Than 45 Minutes
And even create more powerful relationships than many other lifelong friendships.
Category Archives for "What Your Clients Want"
8 Could it Be That Meaning is The New Money For Financial Planners?
Here’s a short story that seems to have nothing to do with financial planning (but it does).
Imagine Bob Lutz.
Bob Lutz?
He’s the former CEO of General Motors.
Bob is not the artsy-fartsy kind of guy. He looks and acts like a marine, which he once was. He smokes cigars. He flies his plane. He once said that global warming was a myth, peddled by the environmental movement.
But when the New York Times asked him about how his approach would differ from his predecessors at the time he started as a CEO at GM, here’s how he responded:
24 Here Are 5 Seriously Underrated Perspectives for Your Financial Planning Business
“If this is going to last any longer, I’m jumping off the roof”
176 How An Unpopular Financial Planning Service Can Become Instantly Desirable By Using A Simple Tool
Are you willing to be open and honest with yourself?
Then let’s begin.
169 Financial Planner, Do You Still Make The Mistake To Solve Your Client’s Problem?
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.
9 Why People Don’t Want Your Financial Planning Service And It’s Not Because They Don’t Need You, Don’t Trust You, Or Don’t Believe You
A study done by a pair of Canadian psychologists uncovered something fascinating about people at the racetrack.
Just after placing a bet, they are much more confident of their horse’s chances of winning than they are immediately before laying down that bet.
Of course, nothing about the horse’s chances actually shifts: it’s the same horse, on the same track, in the same field.
But in the minds of those bettors, its prospects improve significantly once that ticket is purchased.
What has this got to do with financial planning?
5 Here’s A Method To Create An Engaging Value Proposition With 6 Simple Questions
Few financial planners enjoy the services of a full team of social scientists to create a great value proposition for their services. So what do you have to do to create one by yourself?
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.
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?
15 Why Your Clients Really Want To Be Influenced Even If You Don’t Think So
Imagine that girl in fifth grade.
The one you really like, that special one. You’re having eye contact for a while now. Mostly at lunchbreak.
You want to talk to her, but you don’t know what to say.
But one day you finally got yourself together. You finally got the guts to walk up to her.
You are standing in front of her. And then you say: