Here’s How Your Financial Planning Clients Want to FEEL

You’ve heard it countless times.

Your clients want to feel:

  • Safe.
  • Secure.
  • In control.

And all the other emotions that tie into that great overarching benefit to help people reach their financial goals.

And live happily ever after.

But here’s the big question:

Do they even WANT to feel secure about their financial goals?

You see, people mostly don’t care about financial planning. They mostly don’t care about financial goals. And they certainly don’t care about how much YOU care about it.

And that means engaging people in financial planning has little to do with the “feeling of security”.

That’s why I’ve created this video.

So there it is.

Education in financial planning engagement in just eight minutes.

And if you’re hungry to learn more about how to conduct engaging financial planning conversations, maybe you’d like to discover the perfect conversation strategies for:

  • The introductory meeting
  • The intake for the financial plan
  • Presenting the financial plan
  • Monitoring the financial plan

That’s why I have a little something you might just be interested to see.

It’s called Smart Financial Planner, and it’s a platform where you can find bite-sized courses about the human part of financial planning.

The best part?

You can try it for 14 days. No strings attached.

In the meantime try to not to lord your newly acquired financial-planning-engagement-expertise over your fellow financial planners too much.

Nobody likes a know-it-all. 🙂

Let’s make financial planning matter,




About the Author

My name is Ronald Sier, CFP®. I’m a financial planner and CEO of Smart Financial Planner. My goal is to empower financial planners like you to make financial planning matter by fulfilling your right-brain potential. Are you with me?

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