“I want to “Be” an Advisor” nearly jumped off the page at me off of one of my clients Coaching Call Client Prep Forms from one of yesterday’s coaching sessions.
The feelings of appreciation and joy were compounded when my client sited Points 21 & 31 from 31 Smart Strategies That Make A Winning Advisor Start – “Being” An Advisor versus “Doing” Sales.
Point 21
The Salesperson – Sells products / completes product transactions for free for the client.
The Advisor – Uses the consultative process and charges a fee.
Point 31
The Salesperson – Even though they are still working, the have already retired emotionally.
The Advisor – Embraces retirement one day because they are creating an emotionally intelligent retirement plan.
My client is noticeably “Being” an Advisor!
This message is an omen – “Being” An Advisor must get written!
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International Values and Behavioral Analyst, Business Coach, Speaker and Author
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