I’m writing this blog note to myself to document that I may have coined the phrase “InspirTechnical”.
I said it to an executive member of the Financial Planning Standards Council whom I met at The Million Dollar Round Table in Vancouver and he exclaimed that he had not heard it before and I just Googled “InspirTechnical” and the only search that comes up is from my April 2010 E-Newsletter.
The financial advisor profession is highly technical on a number of fronts from understanding their clients needs, to writing a financial plan and making the correct financial product recommendations right through to the operation of their own business that includes and is not limited to;
- writing a business plan
- budget/cash flow
- goal setting
- time management
- delegation
- client segmentation
- client needs analysis
- marketing and sales concepts
Through coaching, speaking and writing I help financial advisor to inspire themselves based on their values to embrace the technical to add value to their clients.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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