Imagine that you are not a financial advisor and you have no clients. Imagine you’re someone with a different job or occupation, with a different perspective on money. You focus only on rate of return, rather the reality of meeting financial goals and helping your clients find financial satisfaction.
Stop right here! The dream is over.
You’re a financial advisor with the awesome ability to positively influence your client’s lives and help them achieve their goals.
With the volatility we’ve experienced in the world markets in the last few years, many clients are beginning to ask, ” Is what I’m doing going to work tomorrow?”
Well, the world is certainly changing and flexibility becomes increasingly important to your client’s future success. This is where your client needs you more than ever before. The magic comes in the relationship that you can nurture with your clients simply by listening to what they want and need, then underpromising and overperforming.