🤔 Ever thought about how sales skills are essential for financial pros but everyone loves to hate on them? Yeah, us too. Check out our latest blog where we break down why "Sales Shouldn't Be Demonized: Clarifying Roles and Expectations in Financial Planning." 📊💼
Turns out, not all selling is created equal. Who knew?! 🙄 Planners should sell plans, advisers should sell advice, and product distributors should sell products. Seems obvious, right? Yet some folks are out here calling themselves planners or advisers when their real game is gathering assets to milk for fees. 🐄💸
Your customer proposition should match your business growth strategy and the very essence of your business. If you're all about stacking those assets, don't pretend you're offering some noble financial wisdom. Just be real. Transparency isn't just a buzzword—it's a necessity. 🤷♂️
👉 Read the full rant—I mean, article—here: [Link]
P.S. If you're tired of the same old jargon and want some real talk about financial planning, sign up for our newsletter. You won't regret it. Or maybe you will. Who knows? ✉️💬
#FinancialPlanning #SalesSkills #Honesty #Transparency #ReadItOrWeep