Become The Only Financial Advisor In Town

how do potential ideal clients think
what process do they use to select a
financial advisor what do they want
especially potential ideal clients
seeking more comprehensive
financial services
well to most potential ideal clients all
financial advisors
pretty much look alike they sound alike
and they don’t sound much different from
one another
now they each seem to have an area of
expertise but none none seems radically
different from the others or drastically
better than any of the others none are
extraordinary and none seem particularly
comprehensive now there are clues to why
potential ideal clients
actually get frustrated when seeking a
comprehensive financial advisor first of
all
often none of their friends are
recommending their financial advisor
but when they actually sit down and
interview a financial advisor
they never seem to find an advisor who
says things like this
i’ll work with you to establish a
comprehensive written lifetime financial
strategy but then
i’ll coordinate all the financial people
in your life
i’ll call all the financial people in
your life regularly and i’ll make sure
that all the recommendations that they
make are
perfectly aligned with your overarching
strategy
i’ll protect your financial strategy and
your financial assets and as i
coordinate everyone you deal with i’ve
got your back
i’ll work with your team to be proactive
i’ll take advantage of every financial
opportunity and you’ll never have any
financial surprises
i’ll hold the financial people in your
life accountable to that
and each time we sit down and meet
you’ll know whether you’re on track
you’ll be on track to every one of your
financial goals or
i will make sure
that the financial people in your life
have specific course corrections that
they recommend in order to get you back
on track and for you to stay on track
your financial house will be in perfect
order and will stay that way for the
rest of your life
and you’ll know a year in advance what
everything’s going to cost you i’ll make
sure that there are never
ever any hidden costs
so that you’ll always have an accurate
estimate of what all the financial
products and all the financial people in
your life
are going to be charging you over the
next 12 months i’ll enforce full
transparency
no advisors tell these potential ideal
clients i’ll make sure everything
that needs to get done actually gets
done and i’ll make sure your list
of action items
is small
since i’ll make sure your team does most
of the work so you don’t have to your
life is going to be simpler and easier
because i’m here
well that’s why potential ideal clients
are frustrated when seeking a
comprehensive financial advisor
because what they have in their head is
an advisor they’ve never seen there are
literally
millions of multi-millionaires out there
seeking comprehensive financial advice
and they can’t seem to find it anywhere
at any price so what’s it worth
what’s it worth to a potential client to
find an advisor like this well it’s hard
to say
a lot
since they’ve never seen an advisor like
this
what will a potential ideal client pay
for an advisor who’s able and willing to
do all of this
who knows why don’t you make the effort
to build
this kind of a financial services
monopoly and find out i can tell you the
sky’s the limit
because you’ll be the only game in town
you