Do Your Clients Know All the Risk They are Taking?

If you want your clients to take your advice, make sure they understand the risk they are taking by ignoring your advice.  And I mean all the risk.  Here’s a handy little table that has worked for me in the past:

Source: “A Retirement Risk Matrix” Research Magazine February 2008

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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