12. Three Things to Promote to Clients¶
Watch Three Things to Promote to Clients VIDEO
#1: Plan / Strategy¶
A simple plan you can believe in.
#2: Products / Vehicle¶
An investment with historically defensible returns.
- Consider promoting American Funds.
#3: Planner / Advisor / Coach / Guide¶
An experienced Advisor you can trust.
- This is the most important of the three - you! Specifically, your wisdom and advice. You don't need a 17-page, glossy, 3D financial plan to convey your value - it's you. You are the product, the messenger is the message.