“Now hiring” signs are a pretty common sight these days, which is definitely a good thing.

But –

Getting that job is one thing.

Keeping it’s another.

I thought of this the other day when I ran across an article on sales techniques for closing the deal on high end, very expensive software/hardware products and services to big name enterprises.

Here’s one quote from the article that stood out to me:

“Research shows that in hard times, customers buy safety. In the recession of the 1980s, IBM took market share from its competitors even though their products were generally agreed to be overpriced and under-featured. IBM succeeded by training its people not to sell technology but to sell safety. Its slogan, ‘Nobody ever got fired for buying IBM’, became famous.”

Even though that slogan is over 3 decades old, the primal urge that drove it remains solidly intact.  Guarding what we have – our jobs, possessions, home, and wealth – takes priority when planning for tomorrow.

The optimal financial plan is one where your portfolio is kept as safe as possible from shocks to the economy, while keeping the door open to high value opportunities as they emerge.

Our team is focused on providing you with the safest, wisest plan possible in helping you achieve your dreams. Give us a call at 513-563-PLAN (7526) or book online to schedule your complimentary portfolio review today.

Regards,
Dan Cuprill, CFP®