BY THE NUMBERS
A survey of 2,000 advisors revealed that 25-45% spend their time talking to clients about NON-FINANCIAL issues.
One third of advisors say that a client has told them a secret that nobody else knows.
36% of high earners are living paycheck to paycheck.
FACTS
Your target audience wants to feel safe with their financial advisor. They want you to listen and be empathetic. It's difficult to open up about money to someone, especially someone you don't know. Once they break the barrier on the money topic, the floodgates open.
TAKE HOME TIPS
Make sure your website and content say "you're safe to talk about your problems and share your fears with me."
Express how you help someone who's messed up and feels like they'll never get their finances in order.
Exemplify how you listen, care, and empathize.
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