Which profession typically offers a second opinion? That’s right – doctors, nurses and the medical world – and it’s typically not when things are going well.  Second opinion offers do not conjure up images you want financial clients to envision when they are making the decision to work with you. 

A better way is to find something positive, something memorable, something unique to offer your clients. They need to see a process and a plan that’s exclusive to you. Something that PROVES your different and your client will leave their time with you different.