Close Close

Life Health > Life Insurance

The all-inclusive model of financial advice

Your article was successfully shared with the contacts you provided.

Recently, my wife and I spent a week at an all-inclusive resort on the Caribbean in Mexico. We had a wonderful trip.

During the flight home, I was thinking about the reasons we had chosen this particular resort. This was not the first time we had gone all-inclusive, and likely will not be the last.

So why do we find this type of resort so special?

The reason is that we get whatever we want whenever we want with no additional fees. Generally, we prefer relaxing days on the beach and nice dinners in the evenings. But if, one day, we decide to sail or surf, it’s no problem. And if, one night, we decide to have champagne and strawberries for dinner and cheeseburgers for dessert, it’s no problem.

No matter what we want, all I have to do is call one person—the same person—and as long as my request is reasonable, he makes it happen. Why can’t more businesses be like this?

I believe they can. The cost for an all-inclusive is similar to what we would pay for a resort stay requiring us to make our own dining and entertainment arrangements, and we often find it to be a much greater value. There are many professional services firms that could offer clients a retainer-based program in which their every need is met.

Consider how your firm might approach the all-inclusive model. Imagine if your clients had every financial need met and all they had to do was relax.

They would be rushing to tell their friends and family about the fabulous “vacation” they took to their financial advisor’s office!

Sign up for The Lead and get a new tip in your inbox every day! More tips:

John Scranton is an insurance agency marketing expert and vice president of StartUpSelling, Inc. which helps small businesses with lead generation, sales, marketing, website design and branding. For more information and tips from John, visit, or go to his blog at


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.