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Financial Survivor Or Financial Advisor? Part 2 of 3.

Simon Reilly

Financial  Survivor Or Financial Advisor? Part 1 provides comparisons between a financial survivor and a financial advisor as they approach;

  • vision and business plan
  • earning money
  • selling
  • referrals
  • high net worth clients
  • niche marketing
  • products and services
  • hiring and delegation
  • business relationships
  • success

Financial survivors are stuck and financial advisors are leaders.

Today’s blog talks about the characteristics of financial survivors that are stuck.

Financial Survivor Or Financial Advisor? Part 3 will focus on the characteristics of financial advisors that are leaders.

Financial Survivors are;

  • Stuck attacking change
  • Stuck doing what worked in the past
  • Stuck in the actions that you took during the bull market
  • Stuck hiding from the fear of leading
  • Stuck and failing to change
  • Stuck and feeling drained, exhausted and frightened
  • Stuck because we were taught in school to the test
  • Stuck believing that we must follow authority
  • Stuck ensuring compliant behavior
  • Stuck doing the same thing treating everyone the same
  • Stuck following archaic rules that we help to create
  • Stuck blaming the agency or the manager that you believe abandoned you
  • Stuck wanting independence but fearful of waking up unemployed
  • Stuck pushing products versus ideas
  • Stuck believing the creative are punished
  • Stuck because of fear of criticism
  • Stuck in fear about what someone might say
  • Stuck because we are afraid that we will get into trouble
  • Stuck feeling the organization watches everything we say
  • Stuck believing in a BIA – Bureau of Idea Approval
  • Stuck believing your mistakes will make the media
  • Stuck wanting stability and the absence of responsibility
  • Stuck wanting an organization to absorb the responsibility
  • Stuck believing we can’t make change because that is not our job
  • Stuck maintaining the status quo
  • Stuck doing the most to prevent change from happening
  • Stuck believing if we change we might loose our clients and jobs
  • Stuck because fear was used as a motivator
  • Stuck with mental programming that fights change
  • Stuck feeling that nothing is safe
  • Stuck in a lot of rationalization
  • Stuck brainwashed into thinking that it is safe to do nothing
  • Stuck doing nothing and hiding
  • Stuck in a career and we plan to spend 30 years of retirement avoiding the stuff we had to do in the 40 – 50 years when we had a career
  • Stuck wanting big ideas to happen in a flash
  • Stuck requiring success before commitment
  • Stuck giving into your fear
  • Stuck settling to follow

The inspiration and ideas for this blog came from Seth Godin’s new book called Tribes – We Need You To Lead Us.

I’m looking forward to next week as Laura and I fly Sunday for a rest day on Monday in Banff in advance of speaking on behalf of Funeral Plans-Canada 11th Anniversary/Annual Conference – November 18-19, 2008. Laura will fly home and I will fly to Ottawa on November 19th to speak at the November 20th Advocis Ottawa Professional Day and then I will fly home the same day.

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