As you know, we meet with every single one of our Financial Zen Members once a month.
My industry peers think that’s absolutely bonkers.
I was at a networking event last week and my fellow financial advisors couldn’t wrap their heads around it.
“You guys do what?! Seriously? How’s that even possible? What do you even talk about?”
That was the gist of every conversation.
Here’s what’s normal:
Traditional financial advisors meet annually or sometimes even twice a year (whoopty doo) with their clients.
That review meeting usually centers around some form of a PowerPoint presentation on investment performance.
It’s riddled with industry jargon that the client doesn’t understand, but won’t admit to, so they just pretend and shake their heads for 60 minutes.
I’m hoping the more I explain our model to my colleagues, the more it will catch wind.
Sure, for now, it’s nice to have it as our competitive advantage, but that’s not why we’re doing it.
We’re doing it because it best serves our members.
Have a monthly interaction:
– Keeps momentum high
– Presents ample opportunity to raise Financial IQ’s and
– Continuously elevates the level of financial decision making
– (Not to mention just maintaining an orderly financial house)
So maybe our peers think we’re nuts, but our Financial Zen Members just think we’re “crazy good”.
