Greetings!
With tax season finally behind us, we can start to think about what to do with the rest of the year. April is Financial Literacy Month. What can we do to reach out and educate our clients over the coming months? With the overwhelming availability of information these days, people are looking for an authority that they can trust to sort out the noise and focus on what they really need to know. |
Eliminate the Competition
There are a lot of financial planners out there. Just like you are an individual, your practice is one of a kind. How can you communicate your differences from all the others in the marketplace? (find out how) |
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Perfect Profiles
Michelangelo said, "I saw the angel in the marble and carved until I set him free." Like Michelangelo and his angel, some advisors can see their client profile in a blank Word document and type until the profile is set free to gather referrals. Others look at the same blank document and get writer's block--or worse yet, get it wrong altogether.
Consider the following two examples. Imagine talking to an attorney about developing a cross-referral arrangement and hearing the following descriptions from the attorney: "Glad you asked about the kind of client I serve. I work with clients paying $20,000 or more in fees."
Now, think about this one: "Glad you asked about the kind of client I serve. I help business owners structure exit plans for their businesses. Business owners want to feel confident that they will not need to return and rescue the business from poor management. I usually work with transactions in the $500,000 to $5 million range."
(continue reading John's article, Perfect Profiles) |
