Status quo never made a sale

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If financial services doesn’t change our client service models, and soon, our industry will go the way of the VHS tape.

Question: How much of your day is spent aggregating accounts, calculating historic performance or handling routine money requests? How quickly are these rote office functions going to be replaced by AI?

How much time would you rather spend anticipating your client’s changing financial needs?  Using real-time data to offer more personalized advice? Showing compassion and understanding for unexpected life changes? 

By 2020, “the most successful financial advisors will be those that have replaced account calculations and mathematics with client empathy and compassion.”*

Following the status quo won’t make your next sale. And it certainly won’t transform your clients’ lives — which is probably the reason you got into this business in the first place.

Transforming lives takes action.

The work I do with retirement plan advisors, TPAs and wealth managers is truly transformational.  It puts information into action, helping you consistently find more ideal clients, boost referrals and be top of mind when your clients have a money question or problem.

Want to learn how to stand out in a sea of sameness? Be part of a community of like-minded colleagues and industry influencers? Amplify the heart in your business?  

The 90-day Plan of Influence that we create together will put you more at ease and help you feel more joy in your work.

If you’re ready to transform and go all in, I am ready to get you there.  So…if you’re ready to transform, send me an email and let’s talk.

Fill out the Contact Form below and we’ll get a call on the books!

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* Thestreet.com, “What will the financial advisor industry look like in 2020?” Feb. 21, 2017