By Jeremy B. Nason

Help Clients To Be Better Money Managers

Today, too many consultants tend to just focus on how to help their clients to earn more on the money that they invest! But is that how you really do what is best for your clients? Is there a lot more that you can do and should do to help them to be financially secure? Isn’t a big part of your job, as a consultant, to help your clients to be better money managers?

The IARFC Mission.... Is to recognize world class financial consultants and empower them to make a transformational difference in the financial lives of the families and communities they serve.

If your focus is just on (or mostly on) investing, then are you following the IARFC mission and making a real difference in the financial lives of the families and communities that you serve?

There are a lot of families out there that struggle because they have too much debt! It is a big problem, even with many of the higher income families. So, they have a problem finding the money they need to save for their children’s education. Or, to save the money that they will need for their retirement. And is it keeping them from getting all of the insurances that they need to protect their family?

Ideas To Reduce Debt

Do you really care about your clients? Then They all waste money, is where they are spending the money more important than their

isn’t one of the first things you should do... is to help your clients to find the money to reduce or eliminate their debt?

Does it make any sense for your clients to have credit card debt when they are paying 16%, 17%, 18% or more in interest? When they have money that is only earning 5%-10%. Are they losing money every month or do they have some equity in their home? Could they take out an equity line of credit for 3-5% and then use that money to pay off all or most of their debt? How much money would that save them every month? They could put some of that money in a safe emergency fund, so that they would have access to it for future purchases.

What else can you do to help your clients to get rid of their debt? Are they spending money unnecessarily, and in the wrong places?

How much do they spend on car and homeowner’s insurance? What do you recommend that they do, so that they can reduce that cost? Do they have any unneeded policies or unneeded riders that they can cancel to save money?

Do they need to reduce their spending overall? Are they going out to restaurants too often? Making too many trips? Buying coffee every morning on the way to work? Do they need to put themselves on a budget? future?

Key To Helping Your Clients

This is where you will earn your money. If you want to help your clients to make the needed changes, then it must be their idea. You need to ask questions, listen and then ask more question so that you can get them to talk about what they want for their future. The more that you get them to talk about what they want, then the more important it will be for them to make it happen. You cannot tell them that they need to have a budget. They need to tell you and then ask for your help.

Do you want to make a positive difference in the financial lives of the families and communities that you serve? Then help your clients to be much better managers of their money!

Help your clients… to ‘find the money’ to spend, save, invest, insure, and plan wisely for the future so that they can “Live Debt Free and Truly Wealthy!“

Help families to find the money to get all of the insurance they need to protect their family.

And help families to have a safe and secure emergency fund that will be there when they need it the most.

Jeremy B. Nason, RFC® Jeremy B. Nason, RFC® is the cofounder of the Insurance Pro Shop™ – The first affordable, full-service Insurance Marketing and Sales Resource Center for today’s Financial Pro, and Found Money Management™, a life insurance sales training system dedicated to helping Middle-Income Families to ‘Live Debt Free and Truly Wealthy!’

Contact: (877) 297-4608 jeremy@insuranceproshop.com www.insuranceproshop.com