WHAT EXACTLY THE ROLE OF A FINANCIAL ADVISERS?

A financial advisor provides financial advice or guidance to customers for compensation. Financial advisors, or advisers, can provide many different services, such as risk management, wealth management, succession planning, investment management, tax planning, and estate planning. We basically serve the people who are willing to meet and talk to us.

WHY MUST SOMEONE SEE YOU FOR PLANNING?

Many shy away from financial advisers; is because the perception they have on financial advisers; they think that they are just there to sell products and make a commission thru it. Is extremely sad if many have such an idea. Being a Financial Adviser alone is tough;

  • They take examination to get a license to engage clients
  • They need to learn each week on the various program; is not one size fits all
  • They need to learn both hard and soft skills
  • They need to invest time, money, energy and other resources to engage clients
  • They need to understand how a claim is done in the event things goes wrong with their clients
  • They need to be emotionally strong for their clients during sad moments
  • They need to continue educating themselves; tax, estate, investment and etc
  • They need the care for their own family at the same time

WOW!!! Just imagine the kind of agent they have just to be a good financial adviser!!

WHY LIFE INSURANCE IS SO IMPORTANT…WALT DISNEY STORY WAS TOUCHING…

KEY TAKEAWAYS

  • During the great depression Insurance was GOLD
  • Many do not realise that Insurance can be a collateral in times of troubles
  • During WAR; Insurance is an asset like a GOLD
  • Poverty will be dis-mantled with good insurance program for your next generation

NOW, TELL ME – WILL YOU GIVE A CHANCE TO MEET A FINANCIAL ADVISER?

No matter your current financial situation, there are plenty of great reasons to meet with a personal financial advisor. Whether you’re trying to get out of debt, increase your income with investments, or simply save up for the future, an honest, trustworthy advisor can help you create a roadmap to your goals. CALL THEM TODAY!!

Article by: Ashok MBA – Strategic Coach & Mentor for MDRT/COT/TOT

 

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