Acquiring clients for life means expanding the conversation beyond products to discover what issues weigh most heavily on your clients’ minds. Getting targeted data about their needs will help you strengthen the relationship, build trust, and promote growth for your clients and your practice.

If your marketing efforts center on your knowledge base and what you think your clients want, you’re likely missing out. A new tool gives you the data you need to see exactly what your clients care about most, so you can cater your advice specifically to them.

Do you find the same one-size-fits-all advice popping up with every client? Today more than ever, clients’ futures entail much more than such black-and-white investment advice as “Pay off your mortgage before you start a college fund.” Employ a fast, laser-targeted way to understand what really motivates your clients and what really matters to them, then watch how your client relationships and referrals expand.

The concept of retirement has become passé. Instead of asking when and how they want to retire, ask: What does each client want to walk away from and what would it inspire them to walk toward?

When COVID-19 hit, many clients found themselves frozen in place, with fear constraining them from moving forward. Many financial advisors also found themselves frozen in fear. Advisors now have at their disposal a new tool that lets them pull clients into their futures by helping them clarify the futures that they want to create. And by doing so, the advisors not only move clients out of fear but also move the advisor-client relationship into an entirely new realm.

You’re great at what you do — that’s why your clients rely on you. But what if a simple tool could make your job easier, more engaging, and more fun? Flip your routine way of selling on its head with the F.L.I.P. F – First, it’s all about them; L – Learn what’s most important to the client; I – Impact and inspire; P – Powerfully plan on purpose.