Most financial advisors talk about insurance—Ideal Clients think in terms of Risk & Safety Planning. Identifying risks to their plan. Creating strategies to deal with every risk. Establishing then a margin of safety in the plan to account for the risks unique to your Ideal Client’s strategy. This video explains a critical mindset shift that helps high-end advisors connect with affluent clients and elevate provide a higher level of client confidence in the thoroughness of their plan.
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If you’re the #1 top Financial Advisor in your community, or you aspire to be, maybe we should talk. I work only with the top firms, or firms who are willing to make the effort to take-over the #1 spot in their market over the next 12-months. If you’re in Action Mode, I’d love to hear your plan. let’s talk…
https://TheMarkOfMastery.com/talk
Mark McKenna Little
The Financial Advisor Mastery Program
Seeking The Mark of Mastery
A New Financial Advisor Paradigm
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