Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield? You know it’s rife with danger, but how do you explain it to them?
Here’s a great little drawing by www.behaviorgap.com that clients “get” immediately.
Here’s how I would change it to make it even simpler.
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.
