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Are You Playing To Survive As A Financial Survivor Or To Thrive As A Financial Advisor?

True the Vancouver Canucks got obliterated in Game 3 of the 2011 Stanley Cup Final in Boston on June 6th.

It was extremely unfortunate about the questionable center ice hit by Vancouver’s Aaron Rome on Boston’s Nathan Horton  and may Horton easily recover.

Reflecting back, the 8 – 1 Boston score doesn’t surprise me as I reflect on the notion of “thoughts are real forces” and what the Vancouver Canucks surely couldn’t help thinking which took them off of their game.

“We have don it now, we’ve sidelined Boston’s best player”

“We are going to get hammered.”

“We are going to pay.”

Given that thoughts are real forces, the Vancouver Canucks could not help creating the result that they did.

May the force be with the Vancouver Canucks in tonight’s game 4 of the Stanley Cup Final in Boston.

So what is your Score as a Financial Advisor; are you a Financial Survivor or a Financial Advisor?

What are the beliefs that you have that are causing you to be a Financial Survivor or a Financial Advisor?

Financial Survivor Financial Advisor
1. I lack focus. I follow a written 5-year vision and business plan.
2. I am not making as much money as I would like. I am fully satisfied with the amount of money I am making.
3. I have to get myself pumped when I am selling. I feel naturally excited about my work and I enjoy the selling process.
4. I feel I am not getting enough referrals. I am getting many great, qualified referrals.
5. I feel that I am working too hard, with too many unqualified or C and D clients. I am getting a lot of new high-quality clients.
6. I try to serve anyone and everyone. I have branded my business and I am focused on a niche market.
7. I do too many favors and I sell too many products. I am focused on profitable products and services.
8. I feel completely overwhelmed, doing things I don’t like to do. I do what I love to do and have a hiring system to delegate everything else.
9. I have a lot of conflict in my business relationships. I manage my business relationships extremely well.
10. I beat myself up when things don’t go right and I have lost my enthusiasm for my business. I always celebrate my successes and learn from my setbacks.  I am achieving my true potential as an advisor.

Which one are you?

  • The financial survivor who needs a client, or the financial advisor who adds value to a client?
  • The financial survivor who is looking for motivation, or the financial advisor who works from inspiration?
  • The financial survivor who is stuck, or the financial advisor who is evolved?
  • The financial survivor who does, or the financial advisor who delegates?
  • The financial survivor who works not to lose the client, or the financial advisor who works to serve the client and grow the client’s assets?
  • The financial survivor who oversells, or the financial advisor who undersells?
  • The financial survivor who overpromises, or the financial advisor who over-delivers?
  • The financial survivor who is conflicted, or the financial advisor who is in harmony?
  • The financial survivor who is emotionally retired, or the financial advisor who is enthusiastic?

Please note that some of the concepts above were developed from the theory of “Irresistible Attraction” by the late Thomas Leonard, founder of Coach U.

This article was originally published in Curing The Unmet Needs Disease © Simon Reilly 2008