Steal This Idea (Too!)

Did you do a Financial Plan for a client at the end of December/early January?

Do you think they might be concerned about how the market may have affected their plan (what with a 15% drop in their net worth just a few months later)? Of course they are, but they probably won’t tell you. 

Why not proactively reach out and offer your clients a redo on their plan based on a low water mark of their net worth to show them they are still on track. 

The offer alone helps an advisor stand out from their peers and showing them the results provides tangible proof of your value to them, solidifying loyalty and increasing the opportunity to secure referrals.


Check out our other “Steal This Idea” posts including this one about market volatility calls.


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