Sometimes it’s hard to get clients to get off the dime. Why not ask them this question…
“What’s more important… rate of return or order of return?”
You will most likely get a blank stare back. Then walk them through the two tables below (which both average 6% return) to show them the importance of income planning… and how not planning can cause them all sorts of unforeseen problems!
About Mike Kaselnak
Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
