Image source: Glasbergen.com

Editor’s note: Jimmy is a financial advisor who used 360-HappiU^®, a financial satisfaction scoring tool, to engage commitment-averse prospects and instil the urgency in them.

Tell us three things about you as a financial advisor.

I am a 55-year old retiree. I joined the financial advisory industry two years ago. My customers and prospects tend to be between 30 and 50 years old.

What are your prospects’ typical financial struggles?

Their greatest fear is job security, especially as they hear the recent bad news about the economy. They are cognizant of the threat to their income and cash flow and ultimately, their retirement. Ironically the same concern makes them fearful of committing to a regular savings or retirement plan ….