‘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 Map®, 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 client’s information applying to each clients special situations.
The following content briefly describes our focus in the area of (excerpt and reference from Brian Tracy’s talk in ‘Total Business mastery’) :
Specialization: At Zion, we specialize in comprehensive financial planning so that clients will have ten full-level of confidence that no matter what changes of circumstances, politics, market or the economy of the world happen. They will still achieve their most important goals and their deepest held values. And our balanced approach investments aiming long term wealth accumulation or income producing that is 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 best benefit clients. Our Value Promise as clients’ Delegated Financial Partner will be based on the Financial Road Map®, 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. They will still achieve the most important goals and deepest held values.
Segmentation: At Zion, we focus on clients who choose positive changes to make them great to benefit from their comprehensive financial planning and investments, for either wealth accumulation or producing income .
Concentration: At Zion, we focus on clients’ best interests and long-term benefits through comprehensive financial planning and investments suitable for their financial goals.
Thought and Practice Sharing: During the course, in its scope, we have found the following information or readings to be worthy of sharing from our perspectives.