Wednesday 14 March 2012

Minister Shorten Extends FOFA Implementation - Don't Wait - Get the Competitive Edge!

Time to wake up people and set yourself for unprecedented success!

If Minister Shortens announcement of the delayed mandatory implementation to 2013 brings you - Sighs of relief - A jump of the wagon on the way to the gallows - The breathing space you required........then you need to get a move on and embrace this as the best opportunity you have to take a giant leap ahead of your competitors.

Now is the time like never before in your financial planning/financial services business to take this advantage - this gift and run hard with it.

You NEED TO:

1) Build you vision of your ideal business model
2) Share that with your staff and stakeholders (key referrers and your "A" clients)
3) Build your capabilities to deliver
4) Craft your story - your pitch
5) Develop the core engagement questions that will reveal hidden opportunities with clients and prospects
6) Positively engage clients with a visual process in your first two interviews
7) Develop the mechanism to deliver your clients options via education
8) Build the components within your business to deliver on 4 drive theory - acquire, learn, bond and defend
9) Communicate this with your clients in a launch
10) Through these launches - recruit their family and social circle to your offer and importantly your articulation of what it is that you do - it needs to be memorable and repeatable
11) Use the PCE family tree discussion


If you do all of this, your competitors will not catch you in 2013 - it's likely you will have bought their business or their clients would have already found you.

Get set for the PCE book - the step by step guide on implementing your post FOFA vision.

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