Distraction-Proof® Advisor Ideas

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Here’s a great tool to show people you’re the one to guide them through all the financial stages of life.

• Download this Life Events Timeline.
• Get familiar with the different stages and steps to confidently provide age- and stage-appropriate advice.
• Use the timeline to show prospects they need to look no further for a financial advisor.

LINKS:

• Download the Life Events Timeline
• Watch the replay of the Ready Set, Go webinar


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Nothing gives people more peace of mind than knowing they have a well-thought-out, solid plan in place. Here’s a great tool to show them that’s what you provide.
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Recently, at Ash Brokerage, we started the year with our Ready Set, Go webinar for advisors. This webinar showcased a great document called Life’s Events. It covers the main financial aspects of people’s lives and shows a complete timeline of items that clients and prospects need to be aware of at various life stages.

So, for instance, in our 25- to 35-year-old bracket, we list key items that those younger clients need to be aware of right on through to ages 65 and beyond.

This is a great tool to have sitting on top of your folder when you are talking with a prospect or even an existing client to let them see you have their entire financial timeline in mind. You know the crucial decisions they’re going to need to make, like where to factor in Social Security and Medicare choices. But, more important, you’re letting them see, even when they’re 50 years old, you already have these things top of mind.

No matter what stage they’re at, you’re letting them see, after meeting you, they don’t need to look any further for a great advisor who can help with their total financial well-being, now and into the future.

A great way to use this tool is to send it to Centers of Influence to let them see that this is something you provide to all your clients so they can see all the various items they need to be aware of and what kinds of things we help with at the right times. This is a way to show CPAs and estate attorneys you work with not only what their clients need to be addressing, but what they, themselves, need to know going forward, and that you can be the one to help them through these steps, if they’re not already your client.

It’s a great tool to use in a meeting. When people see the Timeline sitting on top of your compendium, they’ll immediately be interested in it. You can then walk them through each stage, letting them see you have their entire financial timeline in mind. They don’t need to go elsewhere to find the help they need.

For younger clients, you can let them know, “We often have clients your age come on board with us. And while issues like Social Security are way down the track for you—25, 30 years away—we highlight those types of issues to our younger clients because their parents might not be getting answers to the questions they have. If your parents are in that situation, we stand willing and able to answer those questions they might have.” Likewise, if you’re talking with a couple in their 60s, you can use the same timeline to mention how you help the children of clients their age.

You can use this document a multitude of different ways. It’s a super-helpful one-page document to download.

So, to do this most effectively,

1. Download it. Click on the link in this post and download the document.


2. Get familiar with it. Understand the different stages and see the different steps for each one to recommend to your clients or prospects.


3. Use it. Use it with prospects to let them see you have their entire financial well-being right in front of you and you know the stages you’re going to be walking through with them. Also, send it to your Centers of Influence to let them see what their clients can expect once they introduce them to you.

I look forward to bringing you another Distraction-Proof Advisor Idea next week.

 

For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.

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