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How can you differentiate yourself from run-of-the-mill advisors? One way is to help your clients see that you play a bigger game than most brokers or advisors. Use a form like this in your initial client meetings. Ask them to fill out the form to see where they want to work with you. If you are meeting with a prospect that is currently using an advisor you may want to ask at what level they believe their current advisor(s) is/are playing.

Feel free to modify the form to reflect your style. For more information on developing a Purpose Hierarchy for Financial Advice, see the related article in the Value Added Resources section

Note: If you are meeting with a couple, have each of them fill out a form to see if they are both looking for the same things from their advisor.

There are several purposes your financial advisor can fulfill. Please check the one primary function you would like from your financial advisor.

_____	Provide you with expert advice in securities markets, tax laws and financial strategies.

_____	Establish efficient financial and investment strategies for you.

_____	Develop a personalized financial plan.

_____	Provide you with appropriate financial products and services.

_____	Maintain a long-term professional relationship.

_____	Provide on-going advice to help you achieve (or maintain) financial independence.

_____	Free you from the need to work.

_____	Create more positive options for you.

_____	Encourage you to pursue your dreams and aspirations.

_____	Inspire you to envision and pursue a more positive future.

_____	Create more genuine happiness in your life.

_____	Help you to make the world a happier place.