THE BUCKET LIST

THE BUCKET LIST
A great movie starring Jack Nicholson and Morgan Freeman follows two men on a road trip with a wish list of things to do before they “kick the bucket,” otherwise known as a “bucket list,” from which the movie gets its title.As an advisor, you listen closely to what your clients truly want out of life. A great question to ask your clients is, “What’s on YOUR bucket list?” You may be surprised with some of the amazing things people share. I suggest you document each client’s answers, and on occasion ask your client if any of the things they shared have been “crossed off” their bucket list. If their answer is “yes,” ask them to share a little bit about the experience.

As an advisor, you listen closely to what your clients truly want out of life. A great question to ask your clients is, “What’s on YOUR bucket list?” You may be surprised with some of the amazing things people share. I suggest you document each client’s answers, and on occasion ask your client if any of the things they shared have been “crossed off” their bucket list. If their answer is “yes,” ask them to share a little bit about the experience.Now, here’s the fun part: Ask them if they would allow you to feature them in an article in the section of your monthly newsletter called THE BUCKET LIST! (Get their permission in the form of an email so that you have

Now, here’s the fun part: Ask them if they would allow you to feature them in an article in the section of your monthly newsletter called THE BUCKET LIST! (Get their permission in the form of an email so that you have record of it.) Tell them that you love to feature clients living life to the fullest and following their dreams! Ask if they would share a few pictures of the event to accompany the article.

Even if you send your newsletter using email, I would still send some hardcopies to your clients to share with friends or family who do not use email on a regular basis. Rest assured, your clients will most likely share the email as well as the hardcopies with friends, family, and co-workers.

Congratulations…You have just gotten your information into the hands of new prospects!

You might even consider giving your clients a DVD of the movie “The Bucket List” as a thank you for their participation in your newsletter feature.

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