Financial Survivor Or Financial Advisor? Part 1 of 3.

Are you a financial survivor or are you a financial advisor?

This is a question that I ask in my financial advisor coaching process and financial advisor speaking presentations.

Through our Clear Values Scorecard, a financial advisor can rate themselves on a scale of 1 – 10 to enhance their understanding of the journey between being a financial survivor and a financial advisor.

• The financial survivor lacks focus.

• The financial advisor follows a written 5-year vision and business plan.

 

• The financial survivor is not making as much money as they would like.
• The financial advisor is fully satisfied with the amount of money they are making.

 

• The financial survivor gets themselves pumped when they are selling.
• The financial advisor feels naturally excited about their work and enjoys the selling process.

 

• The financial survivor feels like they are not getting enough referrals.
• The financial advisor is getting many great, qualified referrals.

 

• The financial survivor feels like they are working too hard, with too many unqualified or C and D clients.
• The financial advisor is getting many new high-quality clients.

 

• The financial survivor tries to serve anyone and everyone.
• The financial advisor has branded their business and is focused on a niche market.

 

• The financial survivor does too many favors and sells too many products.
• The financial advisor is focused on profitable products and services.

 

• The financial survivor feels completely overwhelmed, doing things they don’t like to do.
• The financial advisor does what they love to do and has a hiring system to delegate everything else.

 

• The financial survivor has a lot of conflict in their business relationships.
• The financial advisor manages their business relationships extremely well.

 

• The financial survivor beats themselves up when things don’t go right and they have lost their enthusiasm for their business.
• The financial advisor always celebrates their successes and learns from their setbacks. They are achieving their true potential as an advisor.

Financial survivors suffer from The Unmet Needs Disease. Click here to claim the first six free chapters of my new book; Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition.