Archive - September 2014

  Have you ever struggled with justifying your advice fees? I got an email by a financial planner that said: “Steve, my biggest challenge involves confidence & justifying the investment clients would make in me…” Planner Max, Singapore So many financial planners struggle with doubt & anxiety around their advice fees, pricing, and asking to[…]

As a financial planner, do you know the Power of the 3 R’s they never taught you at school…? The 3 critical things that your prospects need to be absolutely clear on before they will even consider proceeding with you…. They go something like this: 1. Results… they need to know the actual Results they’re[…]