You’re at the top of your game when doing financial planning for your clients. How do you fare with personal planning for yourself?
Burying the Lead
I’m going to give you two suggestions for selecting an RIA. I want to make it really easy for you.
A Golden Opportunity
From personal experience, I can tell you that focusing on gratitude makes you a more positive person. It also has other well-researched benefits.
Nobody Wants to Hear an Advisor’s Story
One of the biggest myths about successful selling is that you should entertain prospects with your “story” – those fascinating anecdotes about your life experiences that were so relevant to your success.
You Create Anxiety
Every advisory firm that retains us to write content and redesign their webpage has this request: We want to make it clear we give our clients ‘peace of mind.’ In my experience, many of you create far more anxiety than you realize.
Save Your Children
Investing and financial planning are not complex. If we want to impact the next generation, we need to give them a plan that’s easy to understand and simple to implement.