How to Sell Financial Planning?

You don't "sell" it; you engage them in a process they can't ignore. Sell the problem: the clutter in their basement, the disorganization of their 25 different financial instruments, and the emotional mess of not knowing if their family is okay. When they see the problem, the planning sells itself as the solution. The moment a prospect sees their entire financial life organized on one page, the conversation changes. They stop evaluating you and start relying on you.