SOFTWARE SUPPLEMENT
31 October 2020
KOBUS BARNARD AND ANGELIQUE BARNARD, Allegiance Consulting
“Do not let your fire go out, spark by irreplaceable spark, in the hopeless swamps of the approximate, the notquite, the not-yet, the not-at-all. Do not let the hero in your soul perish, in lonely frustration for the life you deserved, but have never been able to reach. The world you desired can be won, it exists, it is real, it is possible, it’s yours.” Ayn Rand, Atlas Shrugged.
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hat is the world your client desires? As a financial adviser, this question should be the driving force behind all your interactions with your clients. We’re all wired differently. It is your duty as a financial adviser to help your clients untangle their wires and articulate where it leads them. Advice that doesn’t use your client’s ideal life as a roadmap, and that doesn’t take their complete current financial position into account, is irrelevant. If you’re going to help your clients plan for their future, you need to understand what that ideal future is, and you need to understand where the starting line is. In a world with a Ad _ Money marketing.pdf 1 2020/09/21 11:08:19 population Avalon upwards of 7.7 billion, cookie-cutting your
THE RED OR THE BLUE PILL?
clients into a financial plan will no longer work. hour workweek and an ocean view Avalon is a goal-based financial planning system from their home office. However, clients that enables lifestyle financial planning. With Avalon, have not necessarily woken up to the fact that if your client can be the informed co-author of their they’re going to live their best life, planning is the plan as you guide them through the trade-offs of their best gift they can give themselves. Without a plan, possible financial decisions in real-time. A client may a goal is just a wish. Without a realistic plan, a goal wish to focus on saving for education, is just an unrealistic wish. As a financial a big purchase, understanding adviser, you can give your clients the AS A FINANCIAL tools to realistically follow their dreams, the implications of their debt, and retiring. Goal-based financial and properly prepare for their future. ADVISER, planning requires a contextual Unfortunately, no one can be told YOU CAN GIVE understanding of the sequence and what the perfect life is. You have to impact of a client’s needs to ensure dream it for yourself. Make your clients YOUR CLIENTS the optimal allocation of resources the co-authors of their plans. Get them THE TOOLS TO for each specific goal in the context of fully invested in the process. Give your REALISTICALLY clients the tools to untangle their own their available resources. Goal-based planning is a financial FOLLOW THEIR wires and see the magic unfold before planning method to help clients: your eyes as you inspire and excite DREAMS • articulate their goals and dreams them. Avalon is the sparkle in your • prioritise their financial goals clients’ eyes as they see their future before them. • find an optimal plan to fund them Avalon is the spark that will reignite your passion • find the optimal plan to protect the achievement for financial planning. of those goals in the context of the client’s current But please, don’t take our word for it. Take financial landscape. the red pill by visiting www.avalon.co.za and registering for your free, no-commitment trial. Clients are caught in a worry-work-eat-sleep You have nothing to lose and everything to gain. matrix, but they are waking up. They want a fourWhat are you waiting for?
When last were you excited about financial planning? When was the last time that you deeply connected with clients? Change their lives and help them to become the best versions of themselves.
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Avalon will reignite a passion for financial planning. Avalon is the
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red pill in the financial services matrix. If you want to wake up from
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worry-work-eat-sleep and rediscover financial planning then go to
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www.avalon.co.za for a free trial.
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