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
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
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.