Risk and Retirement Goals In Your Proposal
Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks that they are taking. But that is not enough. Your proposal must speak to their goals, dreams and fears, otherwise all you have is a set of irrelevant numbers. Imagine being able to connect the risk that your clients take in the financial markets with their retirement goals in one simple screen. Differentiating yourself from others (How to Distinguish Yourself from the Competition as a Plan Advisor), easily explaining differences between portfolios and most importantly being relevant are all pre-requisites for success today.
Watch this short video to see how it works: