title: Three Things to Promote to Clients description: [AFW M.1.12] Michael's Epiphany #12 published: true date: 2026-06-30T08:11:23.453Z tags: editor: markdown dateCreated: 2021-09-11T05:58:28.686Z

Watch Three Things to Promote to Clients VIDEO

#1: Plan / Strategy¶

A simple plan you can believe in.

• Visit Designing the Finished Plan

#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.