People don’t buy facts. They buy belief.
"Don’t tell me you’re a comedian. Make me laugh."
Trott’s words echo strongly in our work. Clients don’t want to hear that we’re trustworthy. They want to feel trust. They don’t want to be told they’ll be fine. They want to know it in their bones.
Experience Is the Brand
The best client experiences are emotional. Not flashy. Just human. It’s the feeling of:
- Being understood
- Being reassured
- Seeing a clear path forward
That’s what builds confidence.
Lead with Emotion. Follow with Logic.
Charts and projections matter. But they don’t move people.
So we:
- Start with metaphors, not models
- Frame recommendations in values, not just numbers
- Tell client stories to help others see themselves
Final Thought
At Town Close, we believe creativity in financial planning isn’t about gimmicks. It’s about framing, clarity, and emotional intelligence.
We’re not just here to inform. We’re here to inspire confidence, build belief, and help people feel great about their decisions.
Because that’s what great planning really is: creative thinking for real lives.