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Dear Editor,

Please find enclosed my new book called Curing The Unmet Needs Disease – How to Prospect in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition.

I believe your readers will gain value through a story, book review or through a mention in your “what’s new” section of your publication.

While the general population suffers from The Unmet Needs Disease, financial advisors can be affected because they are;

  • Unfocused without a written a vision, business plan and goals
  • Struggling to ask for referrals
  • Unwilling to hire and delegate
  • Overwhelmed with C & D clients
  • Avoiding higher net worth clients

My theory is; if one has an unmet need, they have a limiting belief and they have a limiting emotion.

Research indicates that less than one third of financial advisors have a written vision, business plan and goals.  If a financial advisor has an unmet need of safety, when they consider writing their vision, business plan and goals, they will be sabotaged by the limiting beliefs of “I don’t have enough time” and “I don’t have enough money” which will fuel the limiting emotions of anxiety and fear. The result is the financial advisor is addicted to selling while trying to meet the unmet need of safety which will contribute to a lot of rejection.

If a financial advisor has an unmet need of control when they consider hiring and delegating, they will be sabotaged by the limiting beliefs of “know one can do the job as well as I can” and “the last person that I tried to hire made all kinds of mistakes” which will fuel the limiting emotions of aggravation and unhappiness.  The result is the financial advisor is addicted to paperwork while trying to meet the unmet need of control.

Research indicates that while eighty five percent of financial advisors agree that asking for referrals is the best way to build their business, ten percent of financial advisors actually ask.  If a financial advisor has an unmet need of approval when they consider asking for a referral, they will be sabotaged by the limiting beliefs of “what if I make a mistake” and “what if the client says no” which will fuel the limiting emotions of hesitation and worry.  The result is the financial advisor does not ask for referrals.

What is sad is, an unmet need cannot be met from outside and can’t be met through work, money, success, possessions, clients, family or friends … it must be met from within.

Curing The Unmet Needs Disease – How to Prospect in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition helps the financial advisor understand The Unmet Needs Disease and provides a series of assignments to assist the financial advisor to breakthrough their roadblocks to success.

I can be reached at 1 877 248-6019 or at sreilly @ leadingadvisor.com.

Thank you for your consideration.

Simon Reilly