ScoreMy... helping GREAT financial planners get incredible results

At ScoreMy, we’re on a mission to help GREAT Financial Planners spread the word about GREAT financial planning, about the amazing value it provides, and the often life-changing results of working with a GREAT Financial Planner. But how can you PROVE that you’re a GREAT financial planner? Simple! We’ve created a set of tools that our members use to communicate and measure their impact on clients. These are tools that demonstrate the immense value of GREAT financial planning. More importantly, these tools evidence the GREAT value and benefit being delivered on an ongoing basis. Our tools enable you to prove the impact you are having. You simply ask prospects and clients to score themselves across TEN key areas of their financial planning. Ideally, you do this at outset, when you first start working with them, and then periodically as you deliver your service. All scores are recorded in your advisor dashboard on an ongoing basis. This is where the magic happens. If you deliver GREAT Financial Planning their scores will naturally go up, and up, and up! Increasing scores evidence that you are delivering REAL value measured by what matters most - i.e. their FEELINGS of greater clarity, increased financial security, their growing confidence about their financial future - and their increasing peace of mind! Now you can evidence the REAL VALUE you deliver. As you can imagine, this works brilliantly with both new AND existing clients. When you first use these tools with existing clients, they’ll often say... "We’re only scoring so high because of YOU!" thereby confirming (and evidencing) the GREAT value you have delivered - and continue to deliver - on an ongoing basis. If ever an existing client should score low in any area, this simply opens up a GREAT conversation as to why this may be, and then you can set about resolving this issue demonstrating even more value. It’s all covered in this short webinar: www.ScoreMy.co.uk/webinar