When you’re looking for advice there’s nothing more frustrating than feeling misunderstood. It’s like the car salesman who tries to get you into the latest sports car when you came in for a family minivan.

But, how does it make you feel when you talk with someone who really gets what you’re saying? You’re much more likely to trust the advice they give you, aren’t you?

That’s how your clients want to feel when they speak with a financial advisor.  They want to connect and know they’re understood and that you’re working together toward what’s important to them.

The only way to understand your ideal client is to walk in his shoes, or put yourself in his place.  So, how long has it been since you’ve thought about what challenges your ideal clients are facing? 

Why not take some time today and ponder: if you were the client….

• How many years of your life have you spent working? 
• What are the most important things in your life – acquiring the money or enjoying what the money can do?
• Have you raised a family and sent the kids to college?
• Do you own a house that you enjoy? 
• Is it important to contribute to charity?
• Are you thinking of retiring?
• Do you have a mortgage?
• Do you have massive credit card debt?
• Have you thought about estate planning?
• Have you invested in the stock market?
• Do you like buying the things that make life fun?
• Do you save money or spend it as it comes in?
• Are you prepared for unexpected health issues?
• Do you have a lifelong dream that is financially out of your reach?

People are dealing with so many challenges, and they need to talk with someone who can give them good advice. If they’re trying to do it alone, it can be a truly bewildering process.  And what are their choices?  They may have a life insurance agent or a stockbroker.  They may choose to search for a debt counselor.  They can arrange for refinancing with their banker. One by one they can address each challenge. The stress of it all can be incredible. 

That’s why what you do as a trusted financial advisor is so important.

You have information that can change that stress into confidence. And if you’re providing a comprehensive financial service, think about all that you can do for your clients. Once you feel their pain by walking in their shoes, then you can provide the service that helps your clients accomplish their financial goals for the reasons that are most important to them.

Some financial advisors think offering full-on comprehensive financial services is too difficult to successfully implement. Take a look at a case study of an advisor named Kate Wilson to show just how easy it can be to increase your services and your fees. It turns out ideal clients have no problem paying for services when you’ve earned their trust. Click here to download your copy.