The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Is There Too Many Options in Your Business?

If you have too many options and there's too many decisions for your clients to make, you can help them actually become frozen from making a financial decision. So in your business, thinking about it from the client perspective, which genuinely is really how you want to approach every single aspect of your business, if you give them more than three choices with different price points, they are going to need to really think about it. We want prospects to self select. We want them to either be attracted or repelled. And before you say, i hate those restaurants that only have like, a couple of options, good. What that means is you got on line and looked at the menu, and you

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