As a client I’m NOT impressed. Since I left production to become a full time coach I have worked with 4 different financial advisors and to be honest few actually provide ongoing value that is worth a dam__. I mean it, other than calling us every once in a while with a suggestion or once a year for a portfolio review how do I even know my advisor is watching my portfolio? Unless your fees are solely for performance you better wake up.

As a financial advisor you must have a process that is not just about performance. My Thematic Wealth Program is SO effective in creating a highly purposeful process for connecting with clients on a regular basis, its really so simple EVERY advisor should be using it.

Just think, if you called all your clients every quarter and had meaningful, purposeful conversation that allowed you to uncover new assets and increased product opportunities, what would that do to your business?

What if you could use that same process and give prospects a taste of what they would experience as your client? Using my Thematic Wealth Program the value is far and above anything they are experiencing now with their current advisor.

Financial Advisors often find themselves in a reactive client service mode or focused solely on prospecting, so what are you doing to enhance existing relationships and inspire referrals?

You can’t keep doing the same old thing and expect different results. Referrals are NOT about asking and Service is NOT about reacting. It’s time to try something new, something different, something that really makes a difference with every client and prospect.