To sell your planning services, prospects need to know something about what you are going to deliver. In this video, Reese Harper and Chad Jardine explain why you lose your leverage when you give planning away and what you should do instead.
Some advisors use planning as a leader in an effort to get prospects to buy their services. But how much should you give away? What kind of things should you give away? Should you be giving anything away at all? On this episode of Elementality, Reese and Chad take a look at why putting your focus on the process of planning may be more effective than delivering any pieces of a plan itself.