What does the Financialoscopy team do?

By Mark Bertrang, The Creator of the Financialoscopy® on Thursday, November 16th 2023

 

Many people ask - “What exactly do we do at the Financialoscopy office?” We’re going to condense it into a very short blog that you can forward directly to those people in your life who need to make a connection with us.

We created a process called “The Financialoscopy.” The process includes a binder that we refer to as “The Performance Package.” The binder lists several important attributes on the front cover that are crucial to your success.  

‘Motivation’, which is what we are supposed to do for you.

‘Commitment’, which is what you are supposed to do.

‘Action’, which we do together.

And lastly, ‘Accountability’ because that’s really where the rubber meets the road.

The part that excites me the most is the ‘Action list’.

When it comes to process and accountability, we do it in a very unique way.

We search for over 234 concerns with every single one of our clients. We look for things to make your life better, but then there needs to be an action on your part to achieve this.

You may receive a gold star for each completed item.

We might also put a smiley face next to your finished items.

Then there is the dreaded poop emoji stamp.

0h yes, we will get out our little ink pad, and we will get out our little poop stamp. The poop stamp may have a smiley face on it, but you still know what a poop stamp means. It means the action item wasn’t done and we’re going to try again next time to complete a step in our process. We want to make sure that each action item is fulfilled.  The goal of course is no poops, lots of stars, and lots of smiley faces.

So, if you want something unique, I can guarantee that no one you have ever met, no financial advisor you could ever hire has this level of excitement, or gets as much of a thrill out of making this fun for you. We’ll never get down on you about things not uncompleted. Instead, we will assist you in taking action and we will be your accountability partners. We want you to have the best life. That’s what we’re striving for.  

Please consider passing this blog on to someone whom we could make a significant impact in their life. Maybe they are nearing retirement or maybe they are years away from retirement, but if there is a desire to get their financial house in order, then this is an invitation to join us by scheduling their Financialoscopy®.

 


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Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2024
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