The Asset-Map process and its toolset is a force for robust conversations that provides the basis for your advice.
To use Asset-Map for business development, your first step is to identify a proponent of Asset-Map so that they use it and experience its effectiveness and value. The question is how to get to that point.
I was recently introduced to an impressive tool that organizes and simplifies the planning process, and shows clients how to meet their financial goals.
I spend a lot of time studying about how financial advisors should differentiate themselves. But perhaps this is a waste of time for several reasons.
With growing client expectations and very a competitive marketplace, financial advisors must continue to seek more and better ways to differentiate themselves, i.e., “beyond better sameness.”
What is it worth to have a financial services coordinator who understands your clients’ needs and the language spoken by the specialized service providers they use? Today’s robo-advisors cannot provide the depth or breadth of coordination clients need. But you can, at least for your best clients. This should be a core of your value proposition.