LEARN WHY FINANCIAL PLANS CAN SABOTAGE OR HELP YOU BUILD TRUST
The Relationship Equation© is:
Relationship = (Understanding + Dependability + Expertise) / Self-Orientation
The equation reveals a profound truth. As the divisor, clients’ perception of your self-orientation is the critical ingredient in building a deep relationship and trust. If clients feel it is high, then relationship and trust will be low.
Don’t let your software limit your success. Plans are easy and quick to create when software is limited in its capabilities. But when a plan is incomplete, clients will sense that its conclusions are inaccurate. More importantly, they will perceive that you are more interested in focusing on your areas of expertise, such as portfolios and insurance, than you are on them and their “wants” in life. When clients feel that you have a high level of self-orientation, you sabotage your efforts to build deep relationships and trust.
In the webinar, we will demonstrate what makes planning software next-generation. And we will show why our software can help you build deep relationships and trust that endure.
√ Differentiate yourself
√ Deliver excellence
√ Contribute to your clients’ financial success
√ Merit referrals
√ Grow your business
“Vision Systems provides the most powerful financial planning software in Canada for dealing with Corporate and Trust clients. Its robust system requires no workarounds and can handle the most complex tax planning situations imaginable.”
Jason M. Pereira MBA CFA CFP (Can & US) RFP TEP FCSI CIWM PFP FMA, Woodgate Financial Partners
“A prospective client once asked me: ‘Can you provide me with a mathematically accurate answer that will let me know if I can afford to retire.’ My immediate answer was ‘Yes, if you provide me with all your financial information and can tell me how much money you will need, when, and for how long.’ I confidently provided this reply because I knew that I could accurately model multiple scenarios within the VisionWorks software. I could never have offered this response if I used any other financial-planning software.”
Rod Tyler, CFP, RFP, CLU, Fellow of FP Canada™, The Tyler Group Financial Services