E=fs4UH

Einstein developed a simple formula that provided an explanation to the cosmos, energy and matter. Well, with determined focus I just developed my own formula E=fs4Uh for the solution to client financial success. Ed = financial security for you at a higher level.

I attended a presentation by Jonah Berger, author of Contagious: why things catch on and something he said became a Shazam! moment for me – it focused the energy of all my experiences advising clients into a simple formula. It hit me like a lightning bolt. This is what I do – I help clients be and feel more secure. And I do it very well, based on my success with clients and their success with my guidance as their primary trusted advisor.

I now have a USP [Unique Selling Proposition] for what I do. I provide financial security and comfort solutions. And, if you think about it, that is what accountants and great financial advisors do. That is our raison d’ètre. So, the next time you have an interaction with your financial advisor, look at it in terms of how much more secure you are financially because of the collaboration.

As for my clients: E=fs4Uh

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