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Survivors vs. Advisors

Simon Reilly

Step 3. 

Let’s review the Clear Values Scorecard.

  Financial Survivor Financial Advisor
1.  I lack focus.  I follow a written 5-year vision and business plan.
2. I am not making as much money as I would like. I am fully satisfied with the amount of money I am making.
3. I have to get myself pumped when I am selling. I feel naturally excited about my work and I enjoy the selling process.
4. I feel I am not getting enough referrals. I am getting many great, qualified referrals.
5. I feel that I am working too hard, with too many unqualified or C and D clients. I am getting a lot of new high-quality clients.
6. I try to serve anyone and everyone. I have branded my business and I am focused on a niche market.
7. I do too many favors and I sell too many products. I am focused on profitable products and services.
8. I feel completely overwhelmed, doing things I don’t like to do. I do what I love to do and have a hiring system to delegate everything else.
9. I have a lot of conflict in my business relationships. I manage my business relationships extremely well.
10. I beat myself up when things don’t go right and I have lost my enthusiasm for my business. I always celebrate my successes and learn from my setbacks.  I am achieving my true potential as an advisor.

Which one are you?

  • The financial survivor who needs a client, or the financial advisor who adds value to a client?
  • The financial survivor who is looking for motivation, or the financial advisor who works from inspiration?
  • The financial survivor who is stuck, or the financial advisor who is evolved?
  • The financial survivor who does, or the financial advisor who delegates?
  • The financial survivor who works not to lose the client, or the financial advisor who works to serve the client and grow the client’s assets?
  • The financial survivor who oversells, or the financial advisor who undersells?
  • The financial survivor who overpromises, or the financial advisor who over-delivers?
  • The financial survivor who is conflicted, or the financial advisor who is in harmony?
  • The financial survivor who is emotionally retired, or the financial advisor who is enthusiastic?

Please note that some of the concepts above were developed from the theory of “Irresistible Attraction” by the late Thomas Leonard, founder of Coach U.

This article was originally published in Curing The Unmet Needs Disease © Simon Reilly 2008

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