Eric Alexander • Dallas-Ft. Worth, TX
Personal Economics Group • OneAmerica Securities
That said, I know that the client relationship has to be part science and part art, and guiding people to articulate their feelings about their finances and their future goals is a big part of what we do. This requires having a prospect or new client feel a certain level of trust before embarking on highly personal discovery sessions.
To facilitate this process, I developed a document that introduces me and my firm to potential clients titled, “Why Choose Eric Alexander & Personal Economics Group?” It includes our firm’s core values and the level of service clients can expect from us. This document builds client trust, which makes our planning process work at its best.
Based on feedback from prospects, I have no doubt the “Why Choose Me?” document is a very effective tool in my overall business development process.
What to include in your “Why Choose Me?” document:
- A client story that highlights who you are, what is important to you in a business relationship, and what makes your work worthwhile
- The guiding principles and philosophies your firm embraces
- Your idea of a quality investment strategy
- What your client can expect from you
- How you and your client can build a mutually rewarding relationship
Disclosure: Registered representative of and securities offered through OneAmerica Securities Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Personal Economics Group is not an affiliate of OneAmerica Securities or AUL and is not a broker-dealer or a Registered Investment Advisor.
Photography by Robert Hart
