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To Make the Sale, Find - and Help Them Feel - the Gap

In a busy life full of competing priorities, clients need the expertise and guidance of good Advisors! It is far too easy to let the truly important things gather dust on a To Do List while we're bouncing from one urgent task to another. A financial plan? Insurance? Sufficient savings? Yup, all good ideas that I will eventually get around to... Sound familiar? Sure it does! There are plenty of financial advisors who fall into this trap with their own planning, too! To make the sale, you need to help your prospects and clients filter out the mental noise and get clear on what really matters to them.
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