Who do your clients call first about anything financial? Is it you?
Have you created the expectation in your client's view of your services that enables and encourages them to make the call?
How is it that some financial planners develop this type of relationship with their clients?
It is not by accident. It is due to the successful delivery of the financial planner's value proposition to their clients.
Delivering on your client value proposition is central to the client's belief in your services and expertise.
Key learnings from financial planners who are the first call:
Important Tips
Many businesses require help remodelling their client proposition and creating a support structure to become their client's first call.
If you're unsure where to start, why not give me a call? I help financial planners improve their business life.
Bob Blurton
Virtual General Manager | Your General Manager
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