Search

When helping clients reach their financial goals, it’s important to consider even those assets and expenses you don’t manage, such as taxes. Find out how this works for Aleen Swofford and helps her achieve Top of the Table.

The use of analogies and stories in retirement planning helps prospects and clients understand complex concepts in the context of their everyday lives and experiences. Swofford uses peanut butter as an example: It comes in a smooth or chunky style, and in retirement, we need both. Smooth money, like smooth peanut butter, is money that spreads evenly over an entire lifetime. Chunky money is needed for emergencies or opportunities. By having both kinds of peanut butter (investments) in their portfolio, clients can see how their needs are met.

From “peanut butter” analogies to simulated surgical operations, you will learn how emotionally connecting with your clients, through shared experiences, creates relationships that can weather any financial environment. Swofford explains how she acquires and retains clients with the help of her dog, Zoom bingo, lemon cookies, socks, jackets, Harleys and more.

From “peanut butter” analogies to simulated surgical operations, you will learn how emotionally connecting with your clients, through shared experiences, creates relationships that can weather any financial environment. Swofford explains how she acquires and retains clients with the help of her dog, Zoom bingo, lemon cookies, socks, jackets, Harleys and more.

From “peanut butter” analogies to simulated surgical operations, you will learn how emotionally connecting with your clients, through shared experiences, creates relationships that can weather any financial environment. Swofford explains how she acquires and retains clients with the help of her dog, Zoom bingo, lemon cookies, socks, jackets, Harleys and more.