Do you know that being referred by a friend or colleague is the most popular way to find a new financial adviser?
“Who do I trust?” is the major question in the financial services industry. Yet advertising, the internet and the Yellow Pages fail to answer this question. Only a referral provides this critical information when your friends, family or colleagues are seeking a financial adviser of their own. This is why referrals are so important in this industry – particularly in times of volatile markets and uncertain economic conditions.
Maybe you know people who…
Might need a helping hand?
- Don’t have any or enough risk insurance but have responsibilities and/or children to think of
- Too busy to deal with finances themselves
- Not “financially savvy” and would appreciate some education
- Have asked you about your investment activities
- Are looking to start investing, but unsure where to begin
- Talks about “getting into the market” but always too busy
Are seeking a new adviser?
- Might be upset or distressed by market downturn
- Have complained about bad previous financial advice
- Complains current financial adviser has “gone missing”
- Says they are unsure about the market and what to do next
- Mentioned unhappiness with current financial advice
Have a specific issue to address?
- Recent promotion or career change
- Recently received an inheritance or redundancy payment
- Are about to sell an investment property
- Undergoing family changes – marriage, divorce, children
- Recently started – or sold – a business
Are talking about retirement?
- “Empty nesters” with adult children
- Talks about having to work longer or retire later
- Have mentioned “having to cut back” in retirement
- Talks about helping their kids get established
- Are thinking about a “sea change”
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Do these profiles
remind you of any
of your friends,
family or
colleagues?
If they do, let us know and we can send more information to the person you thought of to help them get their “financial house in order”
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