SWCARES Annual Conference 2012 - Diversify Your Practice by Gary Tsujimoto

1. IFA Conference 2012
Diversify your Practice
Presented by
Gary Tsujimoto

2. What do I mean by “diversify your
practice?
You may think you are too spread out
as it is now.
Too many things to do
Don’t know enough about what I do
now to learn anything new.

3. Just as we guide our clients, and
help them achieve better
diversification, we must heed our
own advise and diversify our
practice.

4. 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.

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

6. Do you clients need only one
thing?
Do they have only one goal?
Can you offer only one solution?

7. IFA Trust models
Interactive Advisors Life
Planning / Organization /PVP
Value Meter
Home Value
Fiduciary
Process

8. This helps “Diversify” the services
and products you can use to help
your clients.

9. 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.

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

11. Personal story

12. Open your mind.
Listen to what your clients are
telling you.

13. MAY THE “PROCESS” BE WITH
YOU!

14. You can diversify your practice in
other ways .

15. Network Expansion

16. Business sharing

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