Using CASH to attract New Clients

(The Best Sales Aid missing for most financial advisers)

Is it best to wait for a client to be ready to invest, or is it best to obtain clients before investing by showing them how to maximise and protect the value of their cash?

Banks and Building Societies cannot effectively look after clients with more than £85,000 on deposit.

Attract and obtain clients by showing them how to effectively manage their cash and then talk to them about the virtues of investing.

Show every individual and business with more than £85,000 on deposit how to access the best rates of interest and how to protect their cash with the Financial Services Compensation Scheme

Banks and Building Societies

FACT 1:
Banks and Building Societies CANNOT help cash rich individuals and businesses to look after their cash effectively

FACT 2:
Banks and Building Societies CANNOT help individuals and businesses with more than £85,000 to fully protect their cash

FACT 3:
Banks and Building Societies CANNOT help individuals and businesses to get the best rates of interest on their cash

FACT 4:
Banks and Building Societies interfer with the Financial Planning Process by encouraging individuals and businesses to remain in cash which damages the value of the overall process

Financial Advisers

FACT 1:
Financial Advisers CAN help cash rich individuals and businesses to look after their cash

FACT 2:
Financial Advisers CAN help individuals and businesses with more than £85,000 to fully protect their cash

FACT 3:
Financial Advisers CAN help individuals and businesses to get the best rates of interest on their cash

FACT 4:
Financial Adviesr have greater control and influence over their Client's wealth when they help them to manage and protect the value of their cash as part of the Financial Planning Process

Cash is every client's most important asset. Make sure they manage it effectively.