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Financial Planner Business Development – The Values Based Financial Advisor

In yesterday’s blog I wrote about the differences between a Financial Survivor and a Financial Advisor. A Financial Survivor is driven by their Unmet Needs and a Financial Advisor is inspired by their Values.

Like the saying goes “faith without action is dead”, Values are just words and without action they are dead. Values based Financial Advisors know what their Values are and affirm their Values every single day with action. Here are some of the Values that begin with the letter A combined with affirmations and actions.

  • I remain Awake and positive through the practice of affirmations, journaling, meditation and prayer.
  • I continue to stay in touch with my clients and prospects via an e-newsletter which helps me to Acquire new opportunities.
  • My business provides Adventure every single day.
  • I have the ability to Affect change in my client’s lives every single day.
  • I Alleviate client fears because I take the time to listen.
  • I journal what I Accomplish every day.
  • I Appreciate the opportunity to work with my clients for the long term.
  • Through my research, I’m able to Assemble the best financial advice available.
  • I believe that living my values enables me to Attract new clients.