A New Year means a new beginning, a fresh start. So, what could the trouble be? Simply this: Research repeatedly shows that only about 8% of people who make New Year’s resolutions actually succeed with them. This means that an overwhelming majority of 92% of those people fail. No one plans to fail…but many fail to plan.
It doesn’t matter what those New Year’s resolutions are. Whether a person resolves to lose weight, quit smoking, quit drinking, get physically fit or get fiscally fit, odds are that person will fail. Not because the person does not want to illicit positive change in their lives, but because they just don’t know how to weight the game in their own favor. Without an execution strategy and accountability standards to measure your success, the resolution to change is reduced to merely the hope for a change.
Of course, there is good news and bad news in all of this. The bad news for your clients is that human nature doesn’t change. What was true in the past, is true in the present and is likely to be true in the future. The good news for your clients is that you are there for them. While you may not have any interest in helping them lose weight, quit smoking or quit drinking, you are in the perfect position to help them become fiscally fit.
You, more than anyone else are in a position to offer your clients an asset allocation solution that no one may have offered them before. You are in a position to offer them Senior Life Settlements. You are in a position to offer them an investment vehicle with absolute returns. You are in a position to help them balance their portfolios with solutions offered through West Coast Settlements.
Senior Life Settlements is the execution plan. Your resolve as an advisor to genuinely help your clients balance risk and return is a solid way to hold yourself accountable to your clients. The growth and protection of their assets and differentiating your practice from “Hopeful” to “Helpful.” That’s the mantra by which we all thrive in the New Year.
Become the 8% of people who succeed with their New Year’s resolutions. Leave the 92% of people who fail to your competition. You can be the difference between thousands of years of human failures and your clients succeeding in 2020 and beyond simply by introducing them to a new asset class.
For more information on Senior Life Settlements and how you can help your clients succeed with their financial New Year’s resolutions, call West Coast Settlements at (657) 254-4300 or send an email to firstname.lastname@example.org.