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Grant Hicks,
CIM
"The more value you give, the
more valuable you become" Grant Hicks, CIM. I truly believe that
if you want to earn more as a financial advisor, you must deliver more
value. I ask advisors I meet at conferences I speak at all the time,
what value did you add last year to your ideal clients? What value are
you going to add this year to your ideal clients and prospects? As
Albert Einstein said" Doing the same thing over and over and
expecting different results is the definition of insanity. Here is an
idea. Ask people this question. What is the probability of success that
your estate will happen the way you want? Is it 60%, or 70% or 80%?
Would you like to know? We have a process that can help you determine
the probability of your family to inherit your estate. Would that be
valuable to you? Introducing the Willing Wisdom Index™
A conversation-starting, relationship-building,client-engagement
tool like no other.
3 Reasons why Tom Deans created the Willing Wisdom Index™
Reason #1
The state of estate planning is appalling, but an opportunity of
epic proportions for the best and brightest advisors.
137 million North American adults do not have a will. This is not good,
especially when you consider that we are now leaving more wealth than
ever before – $2 billion per day in the US and $205 million per day in
Canada. It’s not cost that’s preventing people from moving forward with
their estate plans – wills have been a race to the bottom in terms of
quality and price. You can now get a will kit for as little as $19.95.
It should come as no surprise that estate litigation remains one of the
fastest-growing areas of the law. Advisors who start conversations
about estate planning will quickly differentiate themselves from their
competitors.
Reason #2
The industry needs a tool to help extraordinary advisors change lives
and earn more money …way more.
It’s clear that financial advisors are the key to inspiring family
conversations about aging, late-in-life care and well-considered,
well-communicated estate plans. We all know there are exceptional
advisors who deliver comprehensive estate planning services and others
who just say they do. So with the help of one of the world’s leading
software design firms, we created a tool that makes it easy for clients
to spot the difference. The Willing Wisdom Index™ was created as a
wedge tool to help advisors begin conversations with HNW individuals
over the age of 50. The conversations focus on estate plans and the
gaps revealed by the Willing Wisdom Index.™ Most of all, the Willing Wisdom
Index™ was created as a predictive tool that evokes curiosity, interest
and conversation around a subject that many advisors and clients find
difficult to discuss. Advisors who use the Willing Wisdom Index™ have
virtually no competition.
Reason #3
The best advisors need tools to begin new conversations and
reignite relationships that have stalled — conversations that many
advisors simply avoid.
Adding real value to client relationships means educating clients in
areas of their financial life that are emotionally complex and
technically confusing. And there is no area of personal finance more
complex, confusing and neglected than estate planning (the 137 million
people without wills are living proof). In an era of automated
investing, estate planning remains the single most overlooked
opportunity for advisors to add value to client relationships. So,
we’ve made it easier and more engaging.
“Whether starting a new conversation or following up on a stalled
relationship, the Willing Wisdom Index™ is a low-cost engagement tool
that reveals estate planning gaps for clients and prospects in as
little as 9 minutes.”
Our research shows that HNW individuals over age 50 with more than $1
million in investible assets are receiving some of the lowest Willing
Wisdom Index™ results – on average, 45 out of 100. These HNW clients
are professionals and business owners who are unaccustomed to receiving
failing grades. They are quick to ask, “What estate planning support is
my advisor offering me?”
We call this game, set, wedge – the advisor who shared the Willing
Wisdom Index™ resource is through the door and starting a powerful
conversation.
Value add to ideal clients and ideal prospects in 2021
As a practice management coach, I wanted to share this great tool to
add value to your ideal clients and prospects. Below is a link to a
sample of everything you would receive when you subscribe to the
Willing Wisdom Index — including a sample Willing Wisdom Index
Report.
If you have a few minutes and want to demo this tool, simply click on
my link: http://tinyurl.com/yxnvxcda
If you want to begin sharing this tool with your clients and prospects
reply to me at grant@ghicks.com
and enter “More Information Please" in the Subject
Line —that’s it.
PS The inheritance market is the greatest source of new client capital
and one of the most overlooked markets by advisors. How big an
opportunity is this? Every day more than $205 million is
inherited in Canada [$2.8 Billion in the US].
How about your goals for your practice in 2021? Our Practice
management checklist or fee audit checklist
While each financial advisor's practice may have a different approach,
advisors need to
understand where their practice needs help, and will they get the right
help for the right part of their practice. What areas does your
practice need help with? Get a copy of our updated 21- page
“Comprehensive Practice Management Strategies checklist” by going to
our website https://www.advisorpracticemanagement.com/about-us
or clicking here https://practicemanagement.getresponsepages.com/
Fee audit checklist for ideal prospects, click here https://feeaudit.getresponsepages.com/
Call me
Contact us to help get clarity around your goals on paper, and having
the goals conversation by contacting grant at grant@ghicks.com or click on the
link to set up no-obligation 20-minute discussion https://my.timetrade.com/book/JMTNJ regardless if
we work together, let’s have a chat and listen to your biggest practice
management concerns to help you get clarity around your future
business.
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