It’s time we stop limiting our comparisons to traditionally masculine roles when describing financial planners.
We should open our minds to analogies that better reflect the true nature of what we do and resonate with clients.
💍 Financial Advisors as Wedding Planners? Here’s Why It Works 💍
Hourly and Project-Based Planners: Just like wedding planners, these advisors take on one big project that requires an incredible amount of coordination.
They engage multiple “vendors” (think CPAs, estate attorneys, insurance agents) to bring together a seamless financial plan. Their work has a defined beginning and end—once the project is complete, the relationship may wrap up until the next need arises. And just like wedding planners, their goal is to create such a positive, smooth experience that their work leads to a rotating door of referrals.
Financial planning isn’t just about being the star in the spotlight—it’s about orchestrating an event that sets clients up for long-term success, managed with precision, creativity, and care.
What do you think of this analogy? Does it fit your experience with project-based financial planning? Let’s hear your thoughts below! 👇
We should open our minds to analogies that better reflect the true nature of what we do and resonate with clients.
💍 Financial Advisors as Wedding Planners? Here’s Why It Works 💍
Hourly and Project-Based Planners: Just like wedding planners, these advisors take on one big project that requires an incredible amount of coordination.
They engage multiple “vendors” (think CPAs, estate attorneys, insurance agents) to bring together a seamless financial plan. Their work has a defined beginning and end—once the project is complete, the relationship may wrap up until the next need arises. And just like wedding planners, their goal is to create such a positive, smooth experience that their work leads to a rotating door of referrals.
Financial planning isn’t just about being the star in the spotlight—it’s about orchestrating an event that sets clients up for long-term success, managed with precision, creativity, and care.
What do you think of this analogy? Does it fit your experience with project-based financial planning? Let’s hear your thoughts below! 👇