Change Doesn’t Fail Because It Is Too Early, Change Fails Because It Is Too Late

The science behind my financial advisor business coaching, financial advisor speaking and my new book relates to the problems that even the most seasoned financial advisors are having with;

• Eliminating fear
• Writing a vision and business plan
• Acquiring clients / client acquisition
• Asking for referrals
• Attracting high net worth clients
• Branding and Niche Marketing
• Client retention
• Client segmentation
• Hiring an assistant and delegating
• Lead generation
• Marketing strategies
• Succession planning

I contend that financial advisors suffer from The Unmet Needs Disease.

Click here to claim the first six free chapters of my new book; Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition.

If you consider the financial advisor that fails to write a vision and business plan.  The unmet need is likely safety which creates the limiting beliefs of “I don’t have enough time” and “I don’t have enough money” which helps to create the limiting emotions of anxiety and fear – the end result being, no vision or business plan. 

If you consider the financial advisor that fails to ask for referrals.  The unmet need is likely approval which creates the limiting beliefs of “If I ask for the referral the client may say no” and “I may look like a salesperson” which helps to create the limiting emotions of anxiety and fear – the result, no action taken to ask for a referral.

If you consider the financial advisor that fails to change.  The unmet need is likely control coupled with the unmet need of approval, safety and worthiness which creates the limiting beliefs of “I am barely hanging on now, if I change anything I may not make it” and “If I change then I may upset the status quo and I might lose the clients that I have” and “Financial advisors need to be seen as conservative and if I change I may lose control” which helps to create the limiting emotions of anxiety, fear, worry, and more – the result, no action taken to change and the advisor remains stuck.

Change doesn’t fail because it is too early; change fails because it is too late.

Click here to claim the first six free chapters of my new book; Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition.

Simon Reilly

The Financial Advisor Coach