Faq’s

This is a big topic for a lot of people who don’t really understand the world of financial planning. They hear a lot of talk about having a diversified portfolio when it comes to investing, but they may not even be aware of what that means. Take the time to explain a little to them about diversification and why it’s important and then invite them to contact you for a portfolio review to see what you can do to make improvements and help them diversify further. You’re educating people, but also promoting your services at the same time. If you’re good at the educational part, they’ll convert a lot faster than if you just try to sell them something.

Of course, we’ll start with the milliondollar question. Many people don’t even understand the world of financial planning or what a financial planner does. Therefore, you’ll want to take the time to explain it to them. You don’t have to publish a novel here, but provide an overview of the solutions that you do offer and make sure that you educate people on what this industry is as well as how it can benefit them. Then you can encourage them to reach out to you for more information or to see if you can assist them in their financial matters.

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.

You should, if you don’t, and you should always answer this question on your FAQ page. Then, link people to a contact form or another way to reach you to set up their consultation. 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.

Along with the other millions of things people don’t know about financial planning is how it’s different than the specific area of retirement planning. Planning for retirement is included in the general realm of financial planning, but there’s more to it than that. This is a general term that refers to planning one’s finances (either in business or personally) for everything from savings and investing to spending, budgeting, and more. Financial planners cover a lot of stages of life and retirement planning is only part of the discussion.

some people are so new to the world of financial planning that they’re not even sure how to proceed. This is your chance to help set them up for success. You should cover relevant questions and topics here that everyone will want to know when they are creating their financial plan. Suggest that people write down what is most important to them and encourage them to ask as many questions as necessary to get the answers that they need. Remind people that they can reach out to you, too, and encourage them to do so. This will give you the chance to give them answers one-on-one and reassure them that you have their best interests in mind.