The Financial Advisor Parable

Thank you Chris Barrow for these insights on The Parable.

They say that wisdom enters through the wound and the core of the passion to serve is based on life experience both positive and negative and the best advisors seem to have the deepest scars.

The life experience equipped them with the knowledge and the skills to pass onto to other people to help them to move forward.

This experience gives one something interesting to stand up and say rather than;

Hi, I’m Joe Advisor and I sell investment products and life insurance.

They use what has happened to them both personally and professionally, good and bad and use it as a catalyst to pass their experience and passion onto other people.

Here is an example of a Financial Advisor Parable

I can probably best explain why I decided to become a financial advisor by sharing with you a defining moment in my life.

I grew up in a house that was a big believer in protecting what matters most, protecting myself, my family and my future.

So while my brother and I were just heading off to college with a stay at home mom, my dad passed away suddenly from cancer at the early age of 52.

What did I learn?

My dad was a firm believer in life insurance and his wisdom allowed us to work through the grieving and the stress without having to worry and he enabled all of our lives to continue knowing that the financial support was there.

That the most important financial planning activity wasn’t growing and retaining assets … it was taking care of an unforeseen risk.

As a result of my experience, I have dedicated the rest of my business life to help others to grow and retain their assets and use risk management strategies to protect against unforeseen risks that would damage financial goals that they have worked so hard to grow and retain.

Would you like to know more?