A Book Can Be All You Need
When new prospective clients meet financial planner David Rosell of Rosell Wealth Management, he routinely offers to tell them a little bit about himself.
“Never mind,” they say more often than not these days. ”We read the books.”
“Well, let me share our company investing philosophy,” he says.
“Never mind,” they say again. “We know.”
They don’t need any additional information. David’s books Failure Is Not an Option: Creating Certainty In the Uncertainty of Retirement and Keep Climbing: A Millennial’s Guide to Financial Planning have already told them what they need to know. The prospects just want to sign up with him.
As a result, David no longer markets his business. He just promotes his books.
We’d initially met for less than an hour when I told David he was aiming too low—a first for him as I would quickly find out. Ever one to speak my mind, I said, “I know you just want to produce a book which will serve as a brochure that clients and prospects won’t throw away, but I think you’ve got a real book here.” …Read More Here
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