Four Effective Habits Of A Good Financial Planner
I got a chance to meet up with a Prospect today armed with a Brochure from other Insurance Company, trying to size me up after being “brain-washed” by the other Financial Planner on how bad (the plans, the company, the claim, the structure, in short everything is bad…).
End point is that the Prospect is very much convinced to get the Plan after the “brain-wash” and just need to make sure that he is doing the right thing and everything that the other Financial Planner has said is true…
So here I am wondering, why does the Other Financial Planner need to do that – just to get the business? Can’t he/she convince the Prospect with the level of service, sincerity, and competence?
As such I decided to do up this post to share my views on the Four Effective Habits Of A Good Financial Planner:
Here Goes…
Four Effective Habits Of A Good Financial Planner
1. Shall Not Bad-Mouth Their Competitors
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