It’s Tuesday evening and I am at the Comox airport lounge awaiting a Tuesday evening flight to Calgary for tomorrow’s financial advisor speaking presentation of The Compassionate Advisor to The Independent Financial Brokers Summit.
Today’s What’s Working Now? Conference Call with Duncan MacPherson went very well and I have some reflections.
In order to attract High Net Worth clients you have to be High Net Worthy which relates to worthiness which is the granddaddy of all unmet needs.
Incomplete unmet needs generate limiting beliefs and limiting emotions and when it comes to asking high net worth clients for a referral, the incomplete unmet needs will generate limiting beliefs that could include “I am not good enough” and “I don’t know enough” all fuelled by the limiting emotions of anxiety and fear. The result … no referrals asked for or received. At the same time, the law of attraction states that you will attract whatever you emotionally focus on so the end result will be rejection even if you will yourself to ask for the referral and this is because you attract what you ask for. An unmet need cannot be met from the outside. You must learn to meet your unmet needs from within and learn to clear your limiting beliefs and emotions. This work will allow you to realize the financial advisor practice that you desire.
Then again, with an unresolved unmet need of worthiness, I doubt very much that you will have the high net worth clients to ask for a referral to another high net worth client.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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