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 an email course

Are You a Financial Planner? Do You Want to Know Why People Don't Buy Financial Planning?

If you want to boost your financial planning skills, you don't want to miss this free email course.

Just fill in your best email here below, and you'll receive the first lesson right into your inbox.


The best part?

You can try it for free. 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,




Leave a Reply 2 comments

Nancy Mable Reply

Hi Ronald, All nice points and spot on. I agree that Financial planning is the need of every individual, startup and business owner. These plans are like a financial road-map means how much to invest, where to spend and when to spend. Financial experts and advisors offer financial, tax and estate planning services to their clients in-order to secure them from financial losses and other issues. Thanks for sharing and hope people will start taking financial advice from experts to make their financial management successful in their life and business.

Ashley Maxwell Reply

I like how you said that you should find a financial planner who helps you to meet your goals. Thanks for mentioning how you should feel secure and safe with your advisor. My sister and her husband are looking into helpful advisors to help them with their financial planning.

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