The world is changing and changing rapidly? Yes or no? I think we’d all agree, it really is changing. How we connect with each other is also changing really fast. Just look how Facebook, LinkedIn, Twitter and Instagram have changed the world in less than 10 years. Social media has undoubtedly changed the world and how businesses is communicating with their clients and potential clients. One of the benefits that social media is that we can not only reach out to more people, but we can also continue to connect with our clients with useful information.
The neurologist prescribed Valium to a one-year-old child. He told me to takeit if the temperature rises above 37.4 for stopping seizures and attacks of asphyxiation. In the afternoon , we gave the baby 1/4 of a pill. At first,everything was fine, butlate in the afternoon, the child became restless, or rather hyperactive. We couldn’t put him to sleep for a long time; hecried as if he was in pain. The next day, history repeated itself. Everything became good as soon as we stopped using this tranquilizer. I wish you and your children health.
With is in mind, can you help us attract and win more clients like you?
Our clients come to us for one of two main reasons –
Either for a ‘solution’ or a better ‘experience’.
What do I mean by this?
The clients that have come to us for a solution have either identified a particular problem that they do not have the answer to or they want to improve on their current situation. For example, they may be concerned about their investments or their plans for retirement.
- Are their plans on track?
- Do they have enough money to retire?
- Is their money being properly well managed?
Planning for a comfortable financial security
Sometimes it is nothing to do with retirement plans or investing and could be about improving how their wealth passes onto their family and the next generation.
- How to efficiently pass wealth onto the next generation
- How to legitimately reduce their inheritance tax liability
Planning for the next generation
The other reason our clients come to us for the experience.
What do I mean by this?
Financial advisers come in all shapes and sizes and many people have had disappointing experiences when it comes to financial advice. Some of our clients have come to us because they feel their goals and ambitions have not been the focus of their adviser’s attention and the selling of financial products seems to have been the adviser’s priority instead.
People want and expect a better experience
With over 30 years’ experience helping and giving financial advice, we have evolved into becoming a ‘financial stress counsellor’ for our clients. When people come into money or start to build their wealth, they can sometimes be unsure what the right financial decisions are for them. With money comes questions about “what is the right thing to do?” And what is right for one person is not necessarily right for the next person.
As a financial adviser, we may be acting for you as an individual or as a couple, but we can also be helpful for the whole family. Talking money can be a delicate subject for many families, however despite the difficulties, better results are usually achieved if everyone has a better understanding of their financial journey.
So, can you help us attract and win more clients that are looking for a “solution” or are looking for a better “experience”? If so we’d love to hear from them.
Action call
If you or your family would like to talk to us about your financial plans for future, please get in touch for a no-obligation meeting. Go to our website www.miadvice.co.uk and contact us via our “Get in touch” form on our home page or Contact Martin Dodd on 01902 742221.
Email us at [email protected] if you would like talk about money issues.
It is advisable to take advice from a professional financial adviser when making major financial decisions.
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The contents of this article should not be regarded as specific advice. No responsibility can be accepted by Martin Dodd or Midlands Investment Agency Ltd., for any loss that may occur by a person acting or refraining from acting on the basis of this article.
