Mid-Week Motivation: Be Intentional With Your Time
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Success Story from Gabriella B.
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The face-to-face client interview is to your success what the golf swing is to the professional golfer, what the tennis swing is to the professional tennis player, and what choreography is to the professional dancer.
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Success Story from Peggy M.
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What kind of message does it communicate when you send your clients and prospective clients financial information? Do you want your best clients and prospects to spend their valuable time learning about things that you should be handling for them?
Isn’t that your job? Isn’t that what you get paid to do for people?
Your clients should be enjoying the kind of life they want because ‘you’ve got their back’ and are handling their financial interests so they don’t have to. That is the message they want to hear and to feel confident that they have a relationship with the ‘right’ Advisor who cares about them achieving their goals.
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People who receive this Newsletter understand the value you provide to them because you are making sure their financial house is in order.
What Louise B. Says About the Newsletters:
“Each month the Quality of Life newsletter is going out to our clients and prospects with a note I personally sign. This past month, two prospects sent an email within 2 days of the time it was sent. The first included a photo of her husband’s “happy place”. The second was a comment on a specific article. It’s fun to see that our clients and prospects are reading and enjoying the newsletter, as I do.”
What Greg C. Says About the Newsletters
“The comments we get about the Quality of Life newsletter from our clients is very positive. One comment we get the most is, “It’s the one thing I read every month.” This is one reason why we have been sending out this non-financial newsletter for at least 11 years.”
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