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become a genuine resource to clients
- · You provide convenience and save clients time. People today are looking for one-stop shopping. By positioning yourself as a resource, you encourage clients to look to you for all their financial needs as well as for advice in other areas of their businesses and lives. They don't need to waste time looking for the best contractor, or mechanic, or graphic designer in town, because you already know who it is.
- · You provide continuity. In this come-and-go world, people still want to feel connected. When you embed the financial advisory relationship within the framework of serving as a resource, the client develops a sense of seamless community, as all of their financial needs get met through an ongoing relationship with a community member they trust.
- · You save clients money. Because they will tend to see various investments as a package (as opposed to a series of transactions) when they buy from an advisor/resource, clients will feel that they are saving money when they purchase multiple products from you.
- · You earn their trust and you look out for them. When you demonstrate that you can bring clients the tools they need in various areas of their lives, they'll find it even easier to rely on you as their financial resource and expert. Help them in little ways and they'll trust that you are looking out for their best interests in the big picture, too.
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