Most of our referrals come from individual financial advisors. That’s because you want the best for your clients and referrals but don’t have the time to focus on budgeting, teaching financial management skills or holding clients accountable for spending plans. Additionally, the counseling skills needed may be beyond your scope or E & O insurance or what your company allows!
To find out more about how Fiscal Fitness Clubs work and whether we could become a resource for you, attend one of our brief web conferences for advisors listed on the events page and in our calendar or sign up for our Advisors Newsletter.
- Since we don’t sell products or manage money, we always refer clients back to the advisors who send them when they need products, investment management or have completed the program and are ready for routine financial services advice. When a client returns to you will have a client who:
- is clear on their goals and what they need to achieve them
- has gained control of their spending plans so they are directing their money to what matters most to them.
- understands their balance sheet and their cash flow
- knows the importance of protecting their assets.
- values advice and consistent attention to their finances
By partnering with us, we all win.
The easiest way to refer a client to us is getting permission for us to add them to our mailing list and offer a free consultation. You are welcome to join us on the consultation if the client permits!
The best way for you to keep informed is to join our mailing list yourself. You will receive updates on free classes, newly forming clubs and research and information related to behavioral economics and cash flow control.
Behavioral Economics Coaching for Advisors
Carol Craigie, CFP, CHFC, MA is a psychotherapist turned financial planner who has focused on understanding how people make decisions and how advisors actions influence those decisions. Many of the routine practices advisors learn impede people’s abilities to make good informed decisions. You set the stage for a client’s decision with the priming clients receive when walking down the hall to your office. How you present the plan and potential decisions can extend procrastination or lead the client through the decision making process.
In her tenure at large banks, she increased the number of advisors offering advice, improved client acquisition, retention and satisfaction by turning behavioral economic research into practical applications. She is available for individual and company consultations. Call 720-851-6685 for information.
