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Advising vs. Selling

Most successful financial advisors create a comprehensive written plan for their clients.

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April 18, 2017

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Advising vs. Selling

By any definition, a comprehensive financial plan is a complex undertaking.  As you factor in cash management, retirement planning, investments, risk management, estate conservation, taxes, and possibly business ownership, clients’ heads can really begin to spin.

The most successful financial advisors I know all create a comprehensive written plan for their clients.  This document separates the professionals from the amateurs.  The plan is developed through discovery, preparation, presentation, and ultimately mutual agreement.  The products and services that are ultimately sold are all incidental to the plan.

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