Quick sales are not the preferred outcome today with increasing post-investment-stress litigation. The preferred outcome – sales that continue to satisfy clients while building loyalty.
We are all participants in the great financial game called Life. For many people, fear and financial anxiety prevent them from employing the smart strategies that lead to building personal wealth and financial freedom. When you help clients overcome their fears, you will be a long-term winner with short-term satisfaction all along the course.
Baby boomers are unlike any subset of elders we have encountered. Our elders were reluctant to sue, reticent to shift the blame away from their own responsibility, and less informed than the boomers itching to be the new, improved seniors. Boomers will be very informed, anxious to shift all blame onto you and eager to sue whoever has the deepest pockets, or, for that matter, any pockets at all. The increasing dangers of litigation and arbitration are enormous. Strategies, plans and prescribed actions mitigate the customer's negativity towards quick and easy sales. You never had a date with someone who liked being taken for 'quick and easy.' Why should customers feel differently? Thoughtful sales that satisfy short- and long-term goals build client loyalty – your clients' loyalty to you.
