Just.Ice Advisors

How you introduce yourself determines your journey with client Branding matters in everything in life. Who are you determines who you marry, who your friends are, and where you end up being. In the financial planning industry, branding is even more important if you are a self employed financial practitioner. What are the common ways of financial 'sales' #1 Using a strong financial institution as a backing I observe that many practitioners especially the bankers and tied insurance agents tend to focus on how good the company is from company's branding (market cap/ stock price/ marketing visibility) to performance in the participating funds and strength of certain products. Also, there are many bankers and insurance agents that does road show and use vouchers to encourage commitment into the plans they are offering. Downside:  your customers buy because of the branding of the company and/ or the feature of the product or any pr...