How Do I Change My Client’s Perception That I Am Too Busy?

Here is an e-mail reply to the above question that I sent to one of my clients.

Dear Joe Advisor,

To change the perception about how busy you are, I would send out a letter that looks something like the following … noting that by you writing it, whether you send it or not, you will get more focused on the reasons that you have more time for HNW clients and their referrals;

Dear Dick & Jane Client,

Thank you for the opportunity to work with you as your financial advisor to grow your assets, protect your assets and leave a legacy.

I’m writing to explain how Cathy, Ryan & I and our systems are providing you with the best possible service and here is what we are doing for you:

( This is where you need to brainstorm the points of your service offering – to get an idea, please click this link that has a list of our service offerings. )

Having said all of this, this leaves me with time to meet with you in person or over the phone to provide you with the best service possible.

Our team and our systems also allows me to offer our products and services to like minded individuals like yourself that want to grow their assets, protect their assets and leave a legacy.

As you are communicating with your close circle of associates, family and friends … I’m inviting you to think of the best way to introduce them to me so that they may receive the value that you have received.

Thank you for the opportunity to be of service and I’m looking forward to our next conversation.

Yours truly,

Joe Advisor