You’ve heard it countless times.
Your clients want to feel:
- 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,
This is a great addition tips blog on cima e2 risk management, thank you for sharing this article. I love it how you have written the insightful, all these landscaping ideas which are really wonderful and useful for all of us.