Anushka Banister. planner. December 28th , 2017.
An advisor who has earned one or more professional designations has demonstrated a commitment to education and professionalism, and at least a reasonable proficiency in his or her field. Some common professional financial designations include: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Chartered Financial Consultant (ChFC).
Before you spend money on any marketing, ensure that you thoroughly research the company that is creating the offer and who they achieve. You don't want to pay for any marketing that isn't going to do the job.
Do not be afraid to ask the event planner that you are thinking about hiring for references. You should want to see the different parties that they have created. You want to see their work and make sure that they are someone that is going to be able to fit your needs. You will get to see a sense of the type of party that they can plan for you.
With the economic times, couples are getting savvy when it comes to the way they allocate their budget. It is up to you to prove to them how you can save them time and $$$ throughout the planning process. I always tell my clients, "The more I''m involved the more I can save you!" This is a big selling tool during the first consultation. If I have a bride who is undecided if she can afford my services, I''ll offer to set up her budget (include my services) for $200 and apply that money to a program if she hires us to plan her wedding. Once they see the overall picture, we are sure to get the job. With that being said, we are very realistic when it comes to whether or not someone can afford to hire us. Never find yourself upside down trying to figure out a way to fit in your pricing and leave a missing piece to the overall vision. Be realistic!
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