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How Important Is It For A Financial Advisor To Understand The Difference Between Change And Transition?

Simon Reilly

“The Only Constant in Life Is Change” – Heraclitus. 

How many financial advisors need help with practice building and management change related to the following?

  • Writing a business plan?
  • Documenting processes and systems?
  • Managing time?
  • Delegating?
  • Writing a unique value proposition?
  • Focusing on a niche market?

Why are so many financial advisors stuck and need help making sustainable changes? They need to understand the difference between change and transition. 

“Change is something that happens to people, even if they don’t agree with it. Transition, on the other hand, isinternal: it’s what happens in people’s minds as they go through change. Change can happen very quickly, while transition usually occurs more slowly.” ~William Bridges

Change is situational; Transitions are psychological.

When it comes to either change or transition, there is nothing wrong, only an absence of understanding of these critical points.

  • Transition is something to be explained, explored, and understood.
  • Understanding “In Competence” is essential to eliminating doing the same thing repeatedly and expecting a different result.
  • Learning how to adapt to your new identity without that habit, process, work, or that title is essential.
  • We must consciously choose to dissolve our old identity and transition into the self we are meant to be.
  • Something must die for something new to be reborn.
  • Endings are not a loss, but a new beginning.
  • Understanding provides the focus on how to share wisdom in meaningful ways with others.

Join Simon Reilly to learn the following vital understandings to help you to transition to your next level of success.

  • Change Transition Transform Transcend Defined 
  • The Future Of Financial Advisory And Emerging Trends
  • How Retirement Planning Will Change
  • How Do Financial Advisors View The Future Of Their Retirement?
  • What Is Flow?
  • Benefits Of Flow 
  • Flow Killers 
  • How To Get Into Flow
  • How To Manage Without Interrupting Flow 
  • Mindset / Mindfulness 
  • Growth vs. Fixed Mindset 
  • Regressive Or Regenerative Mindset Is A Choice
  • Mindset Shift
  • The Regenerative Discovery Process 

Click Here To Register To Attend; Financial Advisor Future Regenerative Approaches To Uncertain Markets & Times – July 25, 10 am PT

Simon Reilly of Leading Advisor Inc. is an Advocis (The Financial Advisors Association of Canada), FPA, GAMA LAMP, MDRT, NAIFA, Pro-Seminars, TEDx, and WIFS Speaker and expert Business Coach & Author.