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  • Writer's pictureJonathan Vogel

You need THIS to succeed

We’re diving into the ingredients of our secret sauce…

It’s what we call the P3 Method- our own unique way of helping you succeed.

The first P = PROACTIVE.

If you’re a business owner, a sales professional, or someone who has a burning desire to succeed, then you know that this is an inherent trait you must possess.

The USA is the land of opportunity and it was founded and built by proactive people who understood 2 things:

1st – you have to take responsibility for yourself, your life, and your results

2nd – to build something great or achieve success you have to work hard and preserver though immense resistance

No one will build it for you and no one will give it to you.

Successful people don’t WAIT for things to happen. They MAKE things happen.

You’re not a sit on the sideline and watch type of person, are you?

NO – You’re an active participant!

You’ve got energy and grit - and you need a financial team who shares your values and can run at your pace.

So one of my biggest peeves about the financial services industry is that in general, not everyone shares the proactive trait. There can be a tendency towards transactional models or reactionary based relationships.

We work with a proactive mindset and service model, because you want an advisor who....

- Anticipates needs instead of just reacting to requests

- Is easy to reach

- Keeps their word

- Brings you fresh ideas instead of canned pitches and products

- Pursues your best interests

If this is NOT your experience of our industry, I’m sorry.

Trailblazer Financial Planning is built around delivering proactive solutions and support to our clients– it’s is a part of our nature.

People like YOU want people like US to take initiative… ESPECIALLY when it comes to something as critical as your finances.

So we promise our clients things like…

- 24-hour response time

- Forward thinking and planning – not just reviews of what happened

- Consistent and timely updates

- Honest, clear and direct communication

So how do we keep our promise?

We choose to serve a smaller number of select clients, instead of trying to be all things to all people.

We want to be MORE with LESS. And limiting the number of clients we take on keeps us from becoming diluted with other commitments.

We stay hyper-focused on what’s relevant and important to our core group, and don’t get bogged down by the noise and disruption of everyone else.

It’s important we’re vigilant in keeping our word and helping you think and plan ahead.

If this sounds like it’s something that aligns with your values, then let’s at least get acquainted.

Even if we’re not a fit for one another, we promise to help steer you in the right direction.

Booking a call on our website is simple and takes less than two minutes. Calls are casual, valuable and confidential. 

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