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
?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?