Our Marketing

‘Marketing focuses on the needs of the buyer vs. Selling focuses on the needs of the seller. The focus of marketing ultimately is consumer satisfaction while the focus of selling is on the need of manufacturers to turn their product into cash.’ ~ Levitt (1960) ‘Marketing Myopia’

Hence, at Zion, our marketing strategy focuses on clients’ best interests and their long-term benefits through comprehensive financial planning and income oriented investments. Our value promise as ‘Delegated Financial Partner’ will be based on clients’ Financial Road MapĀ®, all of financial advice will be aligning with the most important goals and deepest held values. Clients will get their financial house in perfect order and keep that way forever. Also, clients will have ten full-level of confidence that no matter what changes of circumstances, politics, market or the economy of the world happen. Clients will still achieve their most important goals and deepest held values.

To explore clients’ needs to fulfill their financial goals, we use the following information applying to each clients special situations:

Information for Clients’ Best Interests and Long-Term Benefits to Implement Comprehensive Financial Plan

The following content briefly describes our focus in the area of:

Segmentation: At Zion, we focus on clients who choose positive changes to make them great to benefit from their comprehensive financial planning and investments.

Concentration: At Zion, we focus on clients’ best interests and long-term benefits through comprehensive financial planning and income oriented investments.

Socialization: At Zion, we specialize in comprehensive financial planning and income oriented investments integrating with our knowledge and experience in tax planning and estate planning, including international estate planning.

Differentiation: At Zion, we are continuously looking out for what can benefit clients. Our Value Promise as clients’ Delegated Financial Partner will be based on the Financial Road MapĀ®, all of the financial advice will be aligning with the most important goals and deepest held values. Also, clients will get their financial house in perfect order and keep that way forever. Clients will have ten full-level of confidence that no matter what changes of the circumstances, politics, market or the economy of the world happen. They will still achieve the most important goals and deepest held values.