Financial Advisor Professional Coaching – Advisor Or A Survivor?

You have no doubt heard the expression “separating the men from the boys”.

To put my own financial advisor professional coaching spin on “separating the men from the boys” along with the financial crisis …

The financial crisis will separate the Financial Advisors from the Financial Survivors.

Financial Survivors suffer from the Unmet Needs Disease, causing the negative emotion and the negative belief that they are not achieving their true potential as an advisor.

Financial Advisors have Clear Values, causing the positive feeling and the positive belief they are achieving their true potential as an advisor.

Through this financial crisis, which one are you?

The financial survivor who blames big government and big business, or the financial advisor who believes in the creativity of human kind?

The financial survivor who is afraid and living hour by hour and day to day, or the financial advisor who has a written vision, business plan and cash flow management plan for the future?

The financial survivor who resents client phone calls, or the financial advisor who adds value to their clients?

The financial survivor who resents a client phone call because the advisor lacks information, or the financial advisor who adds value to a client through their biweekly e-newsletter?

The financial survivor who is completely overwhelmed going from one call to the next e-mail to the next thing, or the financial advisor who uses time blocking to; return calls and e-mails, write their biweekly e-newsletter and prospect staying in touch with the do-it yourselfer and those that said no in the past.

The financial survivor who is stressed out doing $20 per hour work who fails to invest in an assistant because they do not believe in their business or themselves, or the financial advisor who takes the time to plan, prioritize and delegate all non face to face client activity,

The financial survivor who overpromises, or the financial advisor who over-delivers?

The financial survivor who oversells, or the financial advisor who undersells?

The financial survivor who is stuck, or the financial advisor who is evolved?

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?