The Myth of Financial Goals Needs to Die

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Can I be straight with you?

What most financial planners claim about the importance of financial goals is totally wrong.

It’s overly simplified, it’s just a marketing-term, or interpreted the wrong way.

Over the last 17 years I have been in the industry, I’ve served hundreds of people, had 1,000+ client-conversations, and I’ve experienced firsthand the (un)importance of financial goals.

And a lot of stuff that planners say or write about financial goals … it just isn’t true.

The irony?

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6 Irresistible Incentives That’ll Quadruple Your Financial-Planning-Prospect-List in No Time

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You might also want to check out the free bonus at the end of this post

Clients.

That’s what you want, don’t you?

And naturally, you want more for your financial planning service.

You network. You advertise. You spend lots of time on social media. You pay for social media. You pay for SEO. Heck, you even pay for radio or television time.

It’s costing lots and lots of time and money.

And sometimes it feels as if you’re pumping water down a leaky pipe.

In that situation, what’s the smarter move – pumping more water, or fixing the leak?

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Why SMALL Changes in Your First Impression Ignite a BIG Impact on Your Financial-Planning-Prospects (Backed by Science)

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It’s okay. You can admit it.

When you ask yourself how many prospects you really have for your financial planning business, you mostly tell yourself an exaggerated story.

Why? Because the real answer might be embarrassing.

You keep meaning to work on getting more people interested in your financial planning service – and you’ve read plenty of tips on how to do it – but in truth, your prospect-list has barely changed.

Unfortunately, when different experts give you contrasting tips, you can struggle to know which tip to follow.

Fortunately, surefire, simple and scientifically proven shortcuts exist. And no one has probably told you about them.

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The Shocking Truth about Why Most Financial Planners Fail Miserably at Helping Their Clients

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You’re smart, motivated, and hard working. So you figure you have everything it takes to help people. Right?

Well, not quite.

To explain why, let’s do a little quiz. Let’s see how you do:

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The Four-Letter Word that Kills a Financial Planner’s Hope of Earning an Honest Buck

You’re in conflict. I know, because I’ve been there myself.

You love financial planning and you see how your service helps people solve their problems, get closer to their dreams and live a happier and meaningful life.

But at the same time, you have a sneaking suspicion you’re not giving your service the best possible chance of success.

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“What is My Financial Planning Service For? What is My LIFE For?”

Do you remember the moment you decided you wanted to become a financial planner?

Did you consider yourself a helpful person back then?

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Here’s Why Most Entrepreneurs Fail to Engage With 95% Of Their Client’s Decision-Making-Brain and What to Do About It

Let me ask you a question first.

Why do you think people buy your service?

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Here’s What LEGO Can Teach You About The New Reality of Financial Planning

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Are you a good driver?

If you’re like most people, you probably think you’re a better-than-average driver.

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How To Enrich The Meaningfulness of Your Financial Planning Service By Doing What You’re Supposed To Do

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Have you ever considered why you want to be a financial planner in the first place?

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Here’s Why You’re Unconsciously Influencing People NOT to Refer You and What to Do About It (Which You Probably Want to Do Anyway)

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In my previous article I asked you why you think your clients don’t refer your financial planning service. And more than 100 planners gave me a worthy answer.

However, I wonder if those planners have ever thought of this:

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Here’s the 6 Step Formula To Get Your Client To Open Up Like a Flower

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What if your clients become very eager to talk about their financial goals?

And even thank you because you gave them the opportunity to share their story with you?

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What Every Financial Planner Ought To Know About Adding Value Even When (Potential) Clients Rather Do It Themselves

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Most financial planners sell advice. Because people are willing to pay for it. It’s as simple as that.

This system worked in the old world. Because there was no alternative.

Fortunately, we now live in the age of DIY.

Do It Yourself.

Fortunately, because now, people have the (free) online tools to create their own, new financial planning experience. Which ignites innovation in our profession.

Is this a threat for your financial planning business? Yes, it can be.

Yet, there is an alternative.

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Now Financial Planners Can Quit Being A Professional

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What is professionalism?

Professionalism is fitting in.

Fitting in the corporate culture of targets, AUM and commissions. Fitting in the accepted belief that more is better. Fitting in to not challenge the status quo in the financial services industry.

Imagine that Steve Jobs was a professional. Would there be an iPhone?

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3 Types of Financial Planners – Which Group Are You In?

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There are three types of financial planning businesses. All three have it’s own style, it’s own structures and measurements and it’s own strategies. The question is: are you in the type of financial planning business you really want to be in?

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Why People Don’t Stick To Your Financial Plan and What To Do About It

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Sir Edmund Hillary and Sherpa Tenzing Norgay

Do you believe that your clients act on your financial plan?

Then imagine Sir Edmund Hillary, the first man to climb Mount Everest, explaining how he was able to accomplish that feat.

Suppose he had explained he was just walking around one day when he happened to find himself at the top of the tallest mountain in the world.

Ridiculous of course. But no more ridiculous than your thinking that your client will stick to your financial plan while you are not working to make it happen.

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