IPB 055: Can Financial Advice be Systematized?

Today's episode is not one of our episodes where you're going to get a bit-by-bit breakdown of a life insurance policy or concept totally dedicated to life insurance.

No, today we get into a discussion that keeps popping up and that is one of designing the financial planning process to work as a more systematic process. The idea being that most people prefer to check off a few boxes, select from multiple choice responses and voila have a “to do” list of financial related items spit out the other side.

A picture of the Mechanical Turk comes to mind. It's a wonderful idea and not 100% flawed thinking but the practical application leaves much to be desired.

Obviously, we have much more to say about it…listen the full episode to hear more.

 

About the Author Brantley Whitley

Brantley is a practicing life insurance agent and has been for nearly 18 years. After years of trying to sell like his sales managers wanted him to, he discovered that people want to buy life insurance if you actually explain the benefits.

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