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How to make goal setting easier so more people get advice


You’re soooooo busy – I get it.

So, to help you out, here’s a short video (less than 2 minutes) with one practical idea you can use in your advice business today that will make a difference.

I’ve also included the written version if you prefer to read it.

Give it a go – and make every minute count!

Today’s video uncovers a simple way you can break down the barriers about setting goals so more people will seek financial advice. 

I just listened to a Podcast by Carl Richards, who is quite well renowned for the Behavior Gap series that he does and he was talking about goals.  And one of the reasons more people don’t necessarily come to see financial advisers is that they’re a little bit intimidated that you’re going to ask them what their goals are.

And you see not everyone has goals or not goals that they’ve clearly articulated themselves. And in particular, a lot of advisers ask “what are your financial goals?”

And unless they’ve been working with you for a while and they probably don’t have them or they can’t tell you what they are.

So one of the tips that I’ve see than works really well is rather than leading with questions like that (what are your goals?) or before someone comes in for meeting you know sending one of those lifestyle questionnaires (or whatever you call it) which asks about their short or maybe long term goals?

Get more specific.

Ask them questions like, “where do you want to go on holidays?”

Or “what are the sort of thing that you want to do that really give you happiness and create satisfaction and success in your life?” That could end up be more personal things such as spending time with family.

Or, “what are the things you want to do that make you feel good?” that could be things like charity or giving back or spending time doing community work, you know kind of social giving.

Whatever it might be, but give them some direction and some structure around how to think, because you then can translate those things that they said they want into some sort of financial goal or target that they need to achieve in order to make that happen.

Does that make sense?

It’s just an easy way to breakdown that barrier and get more people excited about coming and seeking financial advice, so they can live a better life.

Okay, up to you what you do with it, but whatever you do, make it count.


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