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Practice What You Preach

Establish your own written tax, estate, investment and financial plan. Then put that plan into action. Most advisors know this rule yet often forget that the plan is the product.

How can you sell what you don’t own? How can you motivate investors or have enthusiasm for a product or service you don’t believe in? Do you have your own organized plans for your estate, retirement, insurance and investments?

I started helping the Cancer society as well as the heart and stroke foundation because I believe in them as well as both of my parents have had cancer and heart bypass surgery.

 

Copyright 2003 By: Jay Conrad Levinson and Grant W. Hicks, C.I.M - Co-author of "Guerrilla Marketing For Financial Advisors ", Trafford Publishing 2003.


You may use these articles in your marketing, newsletters and web sites as long as you retain the copyright information at the bottom, including the link to our web site and inform us where it is being used as well as sending us a copy of the publication.

Always check with your compliance office and or branch manager before implementing any marketing idea. The information does not constitute a recommendation for the sale or purchase of any securities or insurance.