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January 01, 2007 at 07:00 PM
Seniors are faced with making many important financial decisions. What type of long term care policy is best for them? What makes one health care supplement better than another one? Is their money invested in the best way possible to generate enough income?
While they worry about the answers to those questions, many are completely scared about making the wrong choices and ending up looking foolish or – worse yet – poor. The fear of making the wrong choices is strong enough to cause many seniors simply to do nothing, hoping the problem will magically go away. And as you and I know, that doesn’t happen.
While there are plenty of qualified and talented financial professionals for these seniors to work with, there’s no matchmaking service for seniors to find a trusted advisor with whom to build a life-long financial relationship. So what’s the solution? It comes down to asking yourself one important question: What makes you different from every other financial professional in your local buying area? You need to evaluate yourself and determine what unique characteristics, life experience, investment expertise, etc., set you apart from the other financial professionals in your area.
Ask your 10 best clients, “Why did you choose to work with me as your financial advisor?” Then be prepared to take notes. Write down everything they tell you. This will let you know exactly what they value in you and what caused them to work with you in the first place. It’s market research at its finest.
