Two Types of Financial planner

Two Types of Financial planner

Authored by: Ajit Panicker
Date:16.02.2012

Financial planning is an ongoing process. it does not end once when you have created a plan for the client and implemented the plan.It is the review and the client's major or minor financing decisions related to his asset allocation which matters most.
During my initial days of career as a banker, while interacting with clients and observing my colleagues or other bankers interact and deal with the clients, i always found something missing.That something missing was the valued "customer service after we have left the gates of the client, and picked up the deal".
There are two types of  executives in the sales and marketing field in any industry, be it banking, telecom, fmcg etc. 
one is the guy who is into push sales and once the deal is closed and the sales done , he forgets the client forever, at least till such times when he needs him again to push his sales or meet his targets.

The other type is a slow and less aggressive and may not push huge numbers in sales, may not be ranked among the  best in the region for the sales, but has an immense connect with his clients. He is empathetic, pull-force driven , which means he pulls the client towards himself by his self worth, his knowledge, his goodwill in the market and then most importantly, serves him THE BEST after the sales is over.
so friends the same goes in the financial planning arena, till the time one is product driven and not services( i mean quality services- remember the pull factor), he will keep making clients and losing them.
My recommendation as a practising Independent financial advisor and planner is to believe in service ,which will help you reap the benefits.