LYONSCRAFT CONSULTING

Evolving advisory business from sales-planning to Sherpa guidance requires the right values of empathy, expertise, and leadership plus the belief that future confidence equals confidence today. Holistic advice has come along way in 40 years from paper-based need analysis and questions about what happens if you die too soon, become sick or disabled and live too long in retirement; all based to set up a product sale. Planning software has evolved the paper needs analysis into online planning with 12-50 page reports that most clients have neither the will nor aptitude to study. Review meetings drive the compliance regime and reinforce the product sales relationship. Client trust and engagement have both dropped. Clients don't want to be sold. It's time to evolve advice, from planning salespeople to Sherpa guides. This mountain guide approach increases trust, engagement, loyalty, confidence in your services and yes, revenue in your business. It's time again, to further the conversation on evolving holistic advice, this time with AI, compliance, on-line "advice", direct distribution and a new consumer era circling the advisor-led advice value wagon. Let's go! Reach out to discuss. Jim