It takes a different kind of broker to achieve the life you want. Courageous, insatiably curious and committed to the highest level of service – the new breed of broker also has industry designations, on-the-court experience and access to cutting-edge training. And, Longevity Achieved is filled with them.
Out with the old
Gone are the days of a simple financial needs analysis coupled with insurance and investment product recommendations. That method of “service” is at best, antiquated. Better described as “advisor centred”, the concept is simple – get in and get out. Burn and turn as they say in the restaurant industry.
Here’s the thing, there could be a place for such a style, for example, a client has a simple temporary insurance need (if there is such a thing) for a mortgage and a strict budget. It may be appropriate to create a simple solution. Burn and turn, if you will. But that became the norm! We started to celebrate the “close” and as a consequence, missed the mark.
Here’s why – it is EASY to have THAT conversation. The concept of temporary insurance is straightforward, easy to explain and easy to understand (that’s not a bad thing, and it’s our job to make any solution be that way), and better still – it’s almost always within budget. That’s where we fail our clients. We sell out.
In with the new
If we aren’t going to have the HARD conversations, who will? If we miss that unique moment in time, when client meets advisor and there’s a perfect storm of need and willingness, there’s no better time to create vision and plan or better said, the life our clients want and a clear path to achieve it.
That’s not an easy conversation though. It takes something. Because you’re putting yourself on the line for something. You make a bold promise to another human being and say – “look, you have something you want to achieve and I’m the one to help you get it”. You’d have to do something about it, wouldn’t you? And, who wants more to do? The new breed of broker does.
If you’d like to read more about the new breed of broker, click the link below.
Longevity Achieved is a Managing General Agency in Mississauga, Ontario committed to client and broker success. We are of the opinion that in order to deliver for our clients – our brokers must achieve the life they want.
We created a brokerage and MGA that could deliver on that promise. We train high quality brokers like the good old career agent days – inside of a model that had access to the entire industry and its products.
We are creating a new breed of broker. In concert, we provide a new business model, high touch coaching, industry designations and performance metrics – along with many other deliverables to facilitate that.
Can you see yourself doing business with a high level of integrity? If so, producing ever-expanding results in a high performance setting is a natural fit, click the button below and start a conversation.