The 2 Levels of FP Client Problems...

[SUPER IMPORTANT Video for financial planners who want to sharpen their message to market...]

Team, I made this video for you to help with your messaging and getting engagement & interaction (at a time when most financial planners are just handling questions, doing admin & reviews or cancellations...).

This one simple PIVOT will show you how to attract clients to your biz TODAY.

Click here to watch the training >> The 2 Levels of FP Client Problems

Depending on your market and who you serve… they’re going to be a 1 of 2 places right now…

All of your clients – and all of your potential clients - are going to be either RED or GREEN…!

Above or below the comfort line.

So – with your market, just have a think about where most of your peeps could potentially be… and provide them with a solution to the NOW problems that they are facing.

This video will help you uncover exactly what they are...

Hope it helps,

Steve

P.s. - I’m getting a few financial planners together on ZOOM next week to brainstorm about marketing and conversion and getting new clients and advice delivery in the foreseeable future…

Would you like to join us?

If you'd want the details, just send me a message with the word ‘BRAINSTORM’ and I’ll give you the Zoom link so you can join us if you think it could be useful.

Send BRAINSTORM now.

See you then