Blue Chip Issue 78 - Jan 2021
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
FINANCIAL PLANNING<br />
Have you thought<br />
of your<br />
<strong>2021</strong> PLAN?<br />
Master your destiny<br />
We all know that 2020 was a difficult year in all aspects<br />
of our lives. It was even worse for financial advisors<br />
who did not build an annuity income for their<br />
businesses or practices. It is about time that we<br />
start doing things differently, the same way we tell our clients to<br />
review their financial planning yearly. We need to apply the same<br />
principles and change the way we do things so we can see different<br />
results in <strong>2021</strong>.<br />
You will need to start by reviewing your value proposition to<br />
your clients. Let them know what you stand for and what makes<br />
you unique. There are so many financial advisors out there, but<br />
your clients work with you for a particular reason. Do you know<br />
what that reason is? Do you know why they trust and understand<br />
you compared to your other colleagues? If you don’t know that<br />
reason, send a select group of clients questionnaires that will give<br />
you a clear reason why they work with you and if it defines you.<br />
58 www.bluechipdigital.co.za