117 Secrets to Crafting Compelling Financial Proposals

In this episode, Sten and Andy explore the importance of creating a great planning proposal. It serves a critical role in setting and managing expectations in business by what you put into your financial planning proposal.

They discuss:

Setting Expectations: The Heart of Client Satisfaction

Clear expectations are the cornerstone of a happy client relationship. Ever had a misunderstanding with a client? We’ve all been there, and it’s usually down to unclear expectations. They’re talking about avoiding that pitfall and ensuring your clients are on the same page from day one.

Crafting the Perfect Proposal

What goes into a proposal that not only informs but also impresses? It’s not about bombarding clients with data but about crafting a document that’s as clear as it is compelling. Sten has some practical tips straight from the conversation that will help you revamp your proposals to make every page count.

Look and Feel Matter

Never underestimate the power of a well-designed proposal. Sten shares his insights on creating a visually appealing document that aligns with your brand and sets the stage for a great client experience.

Focus Without the Fluff

They also touch on the art of being thorough without overwhelming your clients. Sten’s approach? A robust deep dive into each category without letting clients get bogged down in the minutiae. It’s about guiding them, not giving them a menu to order from.

Realistic Timelines

Setting realistic timelines is crucial, and they discuss how to communicate the intensity and duration of the engagement right off the bat. It’s about managing expectations and creating a process-driven experience that clients can trust.

Balancing Compliance and Communication

Lastly, they tackle the tricky balance between meeting compliance requirements and maintaining clear communication. The goal? To separate the onboarding paperwork from the expectation-setting process to ensure clients know exactly what they’re signing up for.

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To Your Success,

Sten J. Morgan, CFP®, ChFC®





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