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Cracking The Cork

It is going to be a working weekend and I will be investing the early hours of Saturday and Sunday morning to put the finishing touches on The Compassionate Advisor.

Not sure how far I will go with The Compassionate Advisor as the goal just now is to complete The Compassionate Advisor PowerPoint for delivery at the Calgary Independent Financial Brokers Summit on April 22nd. I am very pleased with what I have created and am certain that the presentation will draw the same kind of reviews that we have been receiving.

The next step will be to create an e-book from my notes, PowerPoint and audio transcription.

I could easily write a book called The Compassionate Financial Advisor and why not, I discovered that The Emotionally Intelligent Financial Advisor book already exists.

Cracking The Cork

A financial advisor cannot inspired themselves when they have a bunch of limiting beliefs and limiting emotions bottled up inside.

When one suppresses negative emotions, one also blocks positive feelings at the same time.

These negative emotions need to be released and here is a sample of the assignments that I am creating for The Compassionate Advisor.

Dear Journal,

I am feeling very tired. I regret how the markets have gone since last September and at times I feel angry, ashamed, inadequate, insecure, not good enough, sad, and scared. While I know that part of the human condition is to feel imperfect and to have feelings of failure, I believe it is important for me to write out how I feel so that these feelings don’t get bottled up inside.

I feel …

  • Angry at the powers  that be for letting this situation happen.
  • Ashamed in that I could have done a better job.
  • Inadequate in that I can’t seem to do enough.
  • Insecure that I don’t know what to say to my clients at times.
  • Afraid I will loose my clients.
  • Sad that the hay days of the bull markets may be over forever.
  • Scared that the market losses are going to continue.

The Compassionate Advisor