I sent out the Power Point to Maria Carrick of Financial Management (BC) Inc. for approval and installation on their laptop for today’s presentation. It is always great to receive a reply like this one.
Love it! Great job. It is on our computer and I have prepared handouts. See you tomorrow, Maria
To continue with the intro to the presentation –
But the Financial Advisor hesitates to form a Strategic Alliance and work with another Advisor and Create a Split Case to meet their Clients Needs because –
1.) You don’t know how to form a Strategic Alliance
2.) You don’t know how to introduce your Client to the concept of working through you with another Advisor in a Strategic Alliance
3.) You are afraid that –
The Advisor that you Refer to will:
?ØÄö¬ß Steal your client
?ØÄö¬ß Make a mistake and it will look bad on you
?ØÄö¬ß Not pay you
You will:
?ØÄö¬ß Become more overwhelmed as you are already overwhelmed with the products and services that you are offering now
?ØÄö¬ß Appear to not know what you are doing by bringing another Advisor in
?ØÄö¬ß Lose the relationship that you have with your client
?ØÄö¬ß Lose control of the client and your livelihood
It is not about You!
?ØÄö¬ß It is about what your Clients Needs are
?ØÄö¬ß Could it be that you are unconsciously putting your needs in front of your Clients Needs?
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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