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The Affluent Insurance Advisor

Your Role

It is often said that you can't be all things to all people. But try telling that to a financial advisor.

Their ultra‑wealthy clients not only expect them to handle anything that could remotely be categorized to do with money and finances, but also act as their behavioral psychologist to boot.

With all the many facets that make up a financial plan, it is no wonder that the elite advisors are few and far between ‑‑ not to mention stretched beyond normal human capabilities.

It is easy to appreciate how complex and far-reaching the financial advice must be that your clients have come to expect. In many circumstances, a client's first call on ANY financial question is to you.

Unfortunately, they ask questions of you regardless of your experience and expertise on the matter. This is a huge compliment to the financial advisor profession, as clients have come to trust and respect the advice of your professional wisdom and have the utmost confidence that you would never steer them wrong.

But can you do that alone?

The concern that we most often hear from elite financial advisors is that while they want to be all things to all people in the realm of disseminating financial advice, the complexity of various concepts does not make it prudent to do so.

Pretending to be an expert on a subject when you are not goes against every standard you have strived to upkeep as you've built your practice. Not to mention the ramifications that could be incurred if the financial advice you give falls prey to a costly mistake causing you to damage or sever a long-term relationship with a client.

It is for that reason that, by virtue of you viewing this website, you start to appreciate that surrounding youself with the proper talent and resources on subject matter that is not your core competency is beneficial to your client and your practice.

On the topic of life insurance, you need to have a specialist on your team that is properly guiding your client toward success.