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Wealth Management Consultants
IFP Essex Branch Meeting
Lifestyle Financial PlanningExplaining itMarketing itDelivering it profitably-
Wealth Management Consultants
Why?
Wealth Management Consultants
IntroductionInsight into:
Our values
Our view of Financial Planning
Our offering
Our marketing
Wealth Management Consultants
IOur Values
Wealth Management Consultants
Money is neither interesting nor important
True wealth is (usually) measured in time &
relationships
Life is not a rehearsal
Financial Advice doesn’t work
Active investment – not a promise you are sure to keep
Normal Investment advice is “corrupt”
Our Values / BeliefsOur Values / Beliefs
Wealth Management Consultants
IIOur view of Financial
Planning
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Financial PlanningFinancial Planning
• All about helping to give “Context”
• All about helping get the right balance between
“living for now” and “living for the future”
• Nirvana = The cheque to the undertaker bouncing
• Fiscal Orienteering
Wealth Management Consultants
So what’s more important (and interesting)
than money?
Financial PlanningFinancial Planning
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Financial PlanningFinancial Planning
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VOur OfferingIII
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Our Offering – Who forOur Offering – Who for
5 Characteristics:
• Materially Successful
• See Big Picture
• Time Poor
• Delegators
• Take advice
Wealth Management Consultants
Our Offering – Who forOur Offering – Who for
Typically: Senior Executives of listed Retail
companies, aged 45-55, earning > £300kpa
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Our Offering – What we doOur Offering – What we do
• Provide a “Personal FD” Service
• that helps ensure our client’s “Material Success”
translates into “True Success”
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Our Offering – HowOur Offering – How
• Prospect Meeting
• Client Meeting #1 – Discovery
• Client Meeting #2 – Initial Planning Meeting
• Client Meeting #3 – Follow up Planning Meeting
• Client Meeting #4 – Implementation
• Annual “Forward Planning Meeting”
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Our Offering – What our client’s Our Offering – What our client’s saysay
“I left our last meeting wanting to skip, I felt so happy
and free”
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Our Offering – What our client’s Our Offering – What our client’s saysay“You have helped me understand what I need to be
planning for and hence the decisions I need to
make today to ensure this happens”
Wealth Management Consultants
Our Offering – What our client’s Our Offering – What our client’s saysay“For years we have felt poor, had no fun and it has
felt that we’ve been pushing a large rock uphill.
But you’ve helped lift a huge load from us, shown
the way forward and are now starting to have the
fun (and the life) we have always dreamed of”
Wealth Management Consultants
Our Offering – What our client’s Our Offering – What our client’s saysay“The reassurance and clarity of direction that you
have provided has given us a greater sense of
purpose in our day to day lives and, ironically
perhaps, we are working as hard as ever but with
even more enjoyment”
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Our Offering – My Personal MissionOur Offering – My Personal Mission
“To do my utmost to ensure that all those people I
encounter in my life, be they family, friends,
colleagues or clients, can truly say “I’m pleased I
did” rather than “I wish I had”
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VOur MarketingIV
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Our MarketingOur Marketing
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Our MarketingOur Marketing
• Niche
• Focussed
• Targeted
• Innovative / Creative
• Personal
• Language
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SoI would suggest:
Identify what your beliefs really are
Create a service consistent with them
Live consistent with them
Be creative (delivery & planning)
Identify the niche its appropriate for
Do you like working with them? (If not rethink)
Package it
Market it
-
Wealth Management Consultants
Thank Youfor
Listening!
