The reasonable man adapts himself to the world

The reasonable man adapts himself to the world. The unreasonable man persists in trying to adapt the world to himself. Therefore, all progress depends upon the unreasonable man. - George Bernard Shaw

The Von Manstein Matrix Lazy Hard working Fire immediately Stupid Intelligent

The Von Manstein Matrix Lazy Leave alone Hard working Fire immediately Stupid Intelligent

The Von Manstein Matrix Lazy Leave alone Hard working Fire immediately Excellent staff officers Stupid Intelligent

The Von Manstein Matrix Lazy Leave alone Hard working Fire immediately Stupid **** Stars **** Excellent staff officers Intelligent

We are not the SOLUTIONS business

We are in the PROBLEMS business

We are selling an EXPERIENCE ! Befriend Intrigue Disturb Offer options

WHAT DO YOU DO ? “ I’m an insurance broker/ financial advisor ”

WHAT DO YOU DO ? “ I’m an insurance broker/ financial advisor ”

WHAT DO YOU DO ? “ I reposition family balance sheets ”

“ We work in asset & risk management with business owners (pause)

. . . making their money work harder for them. (pause)

. . . so that they can eventually stop working for their money. ”

“ We help clients get beyond 3: 05 pm on the 53 rd day of their retirement”

“After studying guns & ammunition intensively, a duck hunter goes into the middle of a field. Using a 12 -gauge, pump-action shotgun, he points weapon into the air and starts shooting wildly – hoping that a duck will fly by. “

SMS/Whats. App Thank You

“ Hi Peter, Thanks for giving me time today to gain some insights into your financial strategies and responsibilities at ABC Company. I appreciate you considering our services and solutions at AON– we know you have a choice in selecting an financial guide to bring clarity, confidence and control to your journey ahead – while controlling the risks along the way. Have a great afternoon”

• Birthday Cakes

The “Two Day Before” Birthday Cake…

The Family Survey

PARENTS LETTER TO CHILDREN FOR FAMILY SURVEY Dear (insert name) In our work with (insert advisor name), we are evaluating our estate planning commitments. It is important to me/us that the transfer of our assets creates family harmony and unity – as opposed to discord and conflict. As the beneficiaries of our life’s financial work, I am sure you would appreciate the opportunity to give us an opinion on this important issue.

With this in mind, we would appreciate you completing the attached brief anonymous survey and forwarding it by mail to (insert advisor name). He/she will share the results with us with a view to convening a family meeting at some point in the future to share thoughts a feelings around this aspect of our estate planning. With love (insert name of parent/s)

1. What do you believe your parents are worth financially? __ less than R 2 million __ R 2 -5 million __ R 5 -10 million __ R 10 million +

2. How do you believe their assets are structured? __% Cash __% Company Shares __% Stock Market Assets + Bonds __% Real Estate __% Annuities

3. Through their estate, I would prefer to: __ Inherit a % of assets as currently structured __ Inherit cash and investments only __ Other (please elaborate)

5 Key Issues Survey

If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point? q Yes q No q I don’t know – show me more

Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME? q Getting wider q Getting narrower q Staying the same q I don’t know – my financial advisor hasn’t shown me lately

How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy): q First week only q Two weeks q Three weeks q All four weeks q I don’t know – help me to find out

Do you draw the full compensation you are entitled to from your company to remunerate you for the second signature you gave to your bank as a personal guarantee? q Draw maximum compensation q Do not draw maximum compensation q How do I draw this compensation and how much should it be – please inform me

Family Member Email George, there's something I've been wanting to run by you for quite some time, but was reluctant to make you feel uncomfortable in any way. (This will arouse some curiosity. ) As you might already realize, I do some pretty important work for my clients. I help them gain a high level of confidence, clarity, and control over their personal finances. Obviously, this type of work is very personal and confidential. I just want to make sure that whatever advice you are currently getting is as complete and of the highest caliber possible. Would you be open to sitting down with me at some point to for a complimentary assessment of your situation? I promise that no other members of our family will become privy to our conversation.

“ Michael, I was going through your file last night and I couldn’t come up with a reason why I shouldn’t get together with your accountant and show them the clever work we’ve done on your risk management. Can you think of any reason why we wouldn’t do that? ”

“ So if you’d like to drop your accountant a note and let them know I’d like to buy an hour of their time – and they can invoice me in advance so I can arrange payment. ”

MEETING AGENDA “What needs to happen in the next hour for you to believe this was a GREAT use of our time? ” 1. ____________________________ 2. ____________________________ 3. ____________________________ 4. ____________________________ 5. ____________________________

What MUST my money do if I died tonight? 1. 2. 3. 4. 5.