What makes a client want to engage a financial planner?

Selling financial planning – your job is not to convince people; its for YOU to be convinced

A successful financial planner I work with remarked to me that no one ever approaches him for a financial planning engagement.
Instead, there is usually a trigger event that leads a client to thinking they want a financial product, financial issue solved, or investment advice.
So, how do you shift the conversation?

Get your FREE copy of the
'Magical Client Meetings Every Time!' report
and exclusive content

Just pop in your name and email below for immediate download

Your information is not shared or sold to anyone else.