You're Not Logged In!

You need to log in to access this site, but you can JOIN NOW FOR FREE!

For Ideal Clients It’s RISK Not Insurance

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.

==========
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

Responses

Your email address will not be published. Required fields are marked *

Leave the field below empty!