Which Financial Advisor Are You?

My early AM start on Monday, along with the chauffer driven ride to the airport to fly to Calgary, AB gave me the time to:

• Review my client files and follow up e-mails from last week.
• Complete the June E-Newsletter and send it on to Laura for editing and to Christina for publishing.
• Get on top of our business and product development plans.
• Review the projects that Laura and Christina are working on

Another great outsourcing idea came to mind given that I have:

• Invested a considerable number of hours writing the June E-Newsletter
• Returned from thousands of kilometers of travel in May/June listening to great speakers and reading great books
• The opportunity to enhance Tuesday’s Removing Your Roadblocks presentation to Pro-Seminars

My outsourcing idea for today is Recording & Type Setting tomorrow’s enhanced Speaking Presentation for Pro-Seminars for my July E-Newsletter.

While enhancing Tuesday’s Removing Your Roadblocks presentation for Pro-Seminars, I came up with the following notion:

The Financial Advisor Industry Has Evolved From The 1970’s:

• From the Sales Centered Financial Advisor

• To the Marketing Centered Financial Advisor

• To the Relationship Centered Financial Advisor

• To the Business Centered Financial Advisor

• To the Healthy-Self Centered Financial Advisor

Self Centered in a healthy way versus Self Less. When one is Self Less then they don’t look after themselves and set themselves up to be Selfish making them an unattractive Financial Advisor.

Which Financial Advisor are you?

I came up with another notion of the Financial Advisor or the Financial Survivor.

Some Financial Advisors are in the business to Survive and some are in the business to Advise.

Which Financial Advisor are you?

• Financial Survivor – To Need
• Financial Advisor – To Add Value

• Financial Survivor – To Motivate
• Financial Advisor – To Inspire

• Financial Survivor – Stuck
• Financial Advisor – Evolve

• Financial Survivor – Does
• Financial Advisor – Delegates

• Financial Survivor – Works Not To Lose The Client
• Financial Advisor – Works To Leverage The Clients Assets

• Financial Survivor – Oversells
• Financial Advisor – Undersells

• Financial Survivor – Over Promises
• Financial Advisor – Under Promises

• Financial Survivor – Conflicted
• Financial Advisor – In Harmony

• Financial Survivor – Retired
• Financial Advisor – Inspired

It’s 6pm MDT in Calgary on Monday evening and I’m going to call it a day so that I am well rested for Tuesday’s 8am Pro-Seminars Presentation. Then I’m off to airport to catch an 11am flight home. 🙂 The last trip until the end of August!!

I’ll use the airport and flight time to continue with our business and product development plans as Friday is a product development day and I want to make the day as productive as possible.