IFA Conference 2012

Diversify your PracticePresented by

Gary Tsujimoto

What do I mean by “diversify your practice?

You may think you are too spread out as it is now.

Too many things to doDon’t know enough about what I do now to

learn anything new.

Just as we guide our clients, and help them achieve better

diversification, we must heed our own advise and diversify our

practice.

At SWCares, we have a process which provides a basis for our practice.This process crosses over many

borders.Keep your self open to other

opportunities that the process will reveal to you.

Focus on what your client needs, not selling a product.

Do you clients need only one thing?

Do they have only one goal?Can you offer only one solution?

IFA Trust modelsInteractive Advisors Life

Planning / Organization /PVPValue MeterHome Value

FiduciaryProcess

This helps “Diversify” the services and products you can use to help

your clients.

When we use the “Process” we help our clients discover where

they currently are and where they want to be in the future.

Our job is to fill the void between current and future.

Our clients don’t have a single goal, so how can we focus on a

single solution?

Personal story

Open your mind.Listen to what your clients are

telling you.

MAY THE “PROCESS” BE WITH YOU!

You can diversify your practice in other ways .

Network Expansion

Business sharing

“Opportunity knocks on your door every day, answer it”