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InspirTechnical

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.