THE NEW FINANCIAL ADVICE MODELS - IT HAS TO BE ABOUT VALUE
Financial advice is changing quicker than anytime I can remember.
People still need your advice, but I believe they will buy it differently.
The changes required and valued by clients are not as scary as the headline writers might suggest. In fact, the required changes are just what's required for you and your firm to become even more productive than you have ever been.
Have a look at what I believe is the emerging model for the delivery of financial advice.
Cheers,
JIM
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PS - BTW, here are four ways we help and skill the coming generation of professional advisers:
1. Grab a free copy of my book
It provides our Certainty Approach to engaging or re-engaging advice clients based upon value whilst presenting core implementation ideas regarding the client, project and strategic management of successful advisory firms of the future. — Click Here
2. Tune into our monthly paid and free webinars
It’s our monthly 25 minute webinars where professional advisers and their teams understand the latest tips, trends, tools and approaches to implementation of non-conflicted, non-dependent, retainer-priced advice. — Click Here
3. Join our Implementation Program - Cultivating Advice - and be a Case Study
I’m putting together a new coaching case study group here in Manly Beach on November 16th. If you’d like to work with me, and a community of firms using our Advice Platform to grow your professional advice approach and increase your returns... just reply to this message and put “Cultivating Advice” in the subject line.
4. Work with me and my team privately
If you’d like to work directly with me and my team to take you from 6 to 7 figures per advisory team whilst implementing an advisory platform for the future... just reply to this message and put “Private” in the subject line... tell me a little about your business and what you’d like to work on together, and I’ll get you the details.
Financial Adviser, Justice of the Peace
6 年Brilliant! I’m excited about the future Murray Fisher
Founder/Managing Director of Ascent Private Wealth
6 年Always has been for me Jim
Business Leader, Motivational Speaker & Executive Coach. FV & FA Coach Education Tutor. Football Coach. AFC A Diploma Certified
6 年Thought it always was - has been - about value ??
Lifestyle Financial Planner, Client Care, Member of the Vulintaba Association, Tottenham Hotspur fan
6 年Interesting Jim, I agree with getting away from the product concept however is not a problem with your model perhaps that it is transitional to a certain extent? I believe in the value of building a long term relationship regardless of the initial wealth of a client, something I call the Lifetime Value of a client/planner relationship.?