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The world of financial planning today is vast and complex. There are an infinite number of strategies and theories on how to achieve financial goals, and an equal number of products to help clients get there. Advisors spend countless hours keeping up to date on market trends and new products. The seemingly limitless number of options makes putting together a financial plan a very complex process.
That however starkly contrasts to the needs of your clients. They usually walk in your door having only a few very simple questions. Am I going to be able to retire comfortably? Can I afford to send my child to college? Will my spouse be OK financially if something were to happen to me?
This gap between the overwhelming complexity of the financial landscape and the simple needs of your clients is where you as an advisor can shine. You can use your knowledge and experience to weed out unimportant information and unsuitable products for your clients. Take complex strategies and find ways to explain them so that your clients understand. In essence, be a filter that turns complexity into simplicity...
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