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Your job is to be able to help them to grow their assets, protect their assets, and
leave a lifelong legacy.
Your job is to ask them some serious questions so they can make some serious decisions.
Your job is to stay on top of what’s going on in the marketplace in relation to money and insurance.
And then your job is to present the best solution going forward.
And your job is to ask your clients to be able to make a decision vs. not doing anything.
And these unmet needs can get in the way of you, and it can get in the way of your clients and not only hold you back but hold them back as well.
I will bring it back to ‘Why’.
Why is this going on?
I said 90% of success has to do with ‘Why’, well I contend it’s frankly ‘Why not?’
The number one unmet need that’s going on beneath the surface is worthiness, and the emotions are anxiety and fear, and the negative beliefs are “I am not enough.”
And with that going on, it’s very, very difficult to be able to help your clients meet and exceed their goals.
When you get your needs met, you’ll have more focus, more energy, more time.
I’ll leave you with this statement:
When there’s no understanding, there’s judgment, and when there’s judgment there can be no understanding.
May you meet and exceed your goals going forward and may you help your clients meet and exceed their goals going forward.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You