Colorado financial planners, take advantage of a way to serve your clients! If you have any type of financial advisory practice, use this event to build your client relationships. If you are a CFP you can volunteer: Write to info@cofpa.org for more information.
Click the Financial Planning Day logo above to help your clients learn more about a free resource:
Financial Planning Day on May 10th, 10 a.m. – 3 p.m.
What is Financial Planning Day?
Let past participants share how they benefited from attending Financial Planning Days:
This year’s May 10 event is an opportunity for you to provide current and prospective clients an opportunity to get FREE help and to taste the flavor of service you provide.
Why, you may wonder, am I promoting Financial Planning Day?
I believe in helping people achieve a healthy relationship with their money and their life aspirations. This resource can help EVERYONE I know!
Do you or your clients know someone who is confused about how to get a handle on his finances or who is wary of a sales pitch…or is afraid? You can help this sort of person “go into the light.” You can provide a safe place to talk openly with an expert who can address their concerns. You can be a third party reference and let the event “sell” your services.
The advisor can address a financial area to help someone take the next step in creating a meaningful life for her and her loved ones.
If you are a financial advisor, you can offer this free resource to anyone you know.
If I send people to a free event, won’t I cannibalize my own sales?
No! You will speak volumes about who you are. Our profession is one of the least trusted and respected, and you can help change that by serving our community.
If you volunteer, you can let others benefit directly from your expertise (if interested, email info@cofpa.org).
If you invite your clients’ friends and family, you’ll help them experience a bit of financial peace of mind.
Consider offering this resource as a way to extend your service reach. Perhaps your clients’ adult “kids” can’t afford you, but you can be a conduit for serving their financial needs.
One of the challenges I hear advisors discuss is how to reach the next generation. You can distinguish yourself by introducing such a service.
Whom do you think they’ll thank and seek out when they are ready to receive expert financial counsel?
Toolkit:
To volunteer for Financial Planning Day, write to info@cofpa.org for more information.
To invite others, click HERE.
