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A personal financial planner may have many roles, but primarily he/she is your planning partner. A financial planner will help you formulate your financial goals, assess your financial health, and develop a personalized plan to meet those goals with the resources you have. Your financial planner can meet with you periodically to evaluate your current situation and future goals and revise your plan accordingly.
A personal financial planner is also an educator. Part of the planner's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics could be budgeting and saving. As you advance in your knowledge, your planner will assist you in understanding complex investment, insurance, and tax strategies.
Make sure that you ask “why” and not just “do I” when posing this question. Giving them the option to say no is not going to do any good. When you pose the question as a why, their brains interpret that they do need your services. Now you just have to explain what you have to offer. Talk about all the things that you can do, how much easier you can make financial management, and how working with a trained professional can help people make smarter investments.
You can cover a lot of ground here, and then you can invite people to reach out to you to discuss what you can do for them specifically, giving you a great place for a call-to-action (CTA), too.
Carrier Launchers typically help their clients with
Today, people like to know that they can get what they need from companies before they make a commitment. If you make people pay for a consult, they’re going to expect that you will always be more worried about the price of your services than helping them out, and that’s not a good reputation to create.
Offer a free consult, encourage people to reach out, and use this question to link to contact pages, social media, or other places where people can connect with you.
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