Here are some statements I have heard from Wealth Advisors that don’t yet work with me:
“Rod, there is easy money and there is hard money. Insurance planning is the hard money.”
“I value my time more than my money.”
“I know I should do more insurance planning but I am just not comfortable talking about it.”
“The last thing I want is to be perceived as an insurance salesperson!”
“Underwriting is so tough – it is like they don’t want the business.”
“I am too busy – I don’t have time for that.”
Here are some statements I have heard from Wealth Advisors that partner with me:
“You are a very important part of our practice. Thanks for taking the heavy lifting off our plate”
“I have heard nothing but rave reviews from our clients in your approach and ability to make things understandable.”
“I can’t tell you how impressed I am with you and your team and your attention to detail”
“I appreciate how consistent you are with your communication and how you help clients through what can be a confusing and challenging process.”
“Rod consistently demonstrates genuine care and professionalism in every interaction.”
If any of this resonates with you, let’s hop on a 15 minute partnership call to discuss further: https://calendly.com/rodneycrandall/advisor-partnership-call
I created a website and video series to make this easier for you: https://ltcquarterback.com/advisors/
Rodcrandall.com 