Financial planners have to create a tremendous amount of discipline and time to update their knowledge base to be able to provide their clients with the best service possible.
So much discipline that they get into a regimented routine working with their clients create a financial plan and growing their client’s assets that some may not be having the conversation with their clients about protecting their assets through life insurance.
Sometimes all that is required is the language to get the conversation started to protect their client’s assets and to this end …
I want to acknowledge you as being someone that is committed to working with a financial advisor, seeing the value in having a financial plan, growing your assets, protecting your assets and leaving a legacy.
I work with clients that are committed to working with a financial advisor, seeing the value in having a financial plan, growing your assets, protecting your assets and leaving a legacy.
While we have invested our time and energy in having a financial plan and growing your assets … I feel that we could be doing a far better job with protecting your assets and leaving a legacy…
May I have your permission to have a deeper discussion about protecting your assets and leaving a legacy?
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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