The Coming Separation of Financial Advice from Financial Product – Three Fundamental Advisory Tools for the Next Generation of Financial Advisers

February 21, 2018 @ 12:00 pm

I want to share with you the three essential advisory tools that the future generation of professional advisers are successfully implementing into their firms.

These tools are helping them secure new clients and transition existing clients to strong advice propositions NOT dependent upon any financial product.

The first is a grid to link your value, your price and your various client segments.

The second is our ‘core’ product-free engagement tool.

The third is the best on-going client management tool we’ve yet seen – a complete Map of their whole financial life.

I’ll provide copies of all three to those attendees that turn up and decide they would like to trial/implement them.

Our stuff isn’t for everyone – particularly if you’re comfortable, sitting on a large retiree client base, done your hard yards and only with a few years left in the industry.

But if your best advice work is still ahead of you, come along and see if our tools can speed up your returns.

2018 – a great year for the next generation of financial advisers.


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