Financial planning is about more than numbers

Visitors to our office walk in and see a chalkboard with client photos representing their bucket list accomplishments. This is our bucket list board, and we have a different theme every year. This year’s theme is “Defy your age.” We ask our clients to submit photos that demonstrate what they are doing to defy their age. It might be a young family doing something that is so financially secure, you would think only an older couple would finally be able to do it. Another example is a photo we just posted of a 78-year-old client wearing a zip-line parka to use while zip lining.

So, when clients and prospects are in our waiting room, they’ll look at pictures of people doing fun things, and they’ll either ask our client relations specialist about it, or I’ll bring it up when I come out to greet them. “Oh, did you have a chance to look at our bucket list board?” That sets the tone for our firm.

Everyone who sends a photo signs a media release saying they understand their pictures are going to be in our office for anybody to walk in and see. We don’t have them on our website right now, but as we get more virtual, we plan to post those photos as a collage on our website for virtual clients to see. It’s just fun to share those, and it helps people realize that we’re about more than just the numbers. 

Rebecca Gonzalez is an eight-year MDRT member from Spencer, Wisconsin, USA. This is excerpted from the May/June 2024 Round the Table article, “Opening hopes and dreams with the bucket list board.”

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