fbpx
Menu Close

Why Does It Take You So Much Time & Energy To Prepare For A Client Review?

Let’s look at back to your last client conversation and the e-mail review that you sent in followup to that highlighting the key points of your conversation that identified what your client was going to do and what you were going to do.

There’s the missing link to Why Does It Take You So Much Time & Energy To Prepare For A Client Review because it is going to take one hundred times more time and energy to prepare for your client review without the e-mail review that you sent.

Right after you have a conversation with your client while you are still connected with the energy of your conversation, ideas, notes and your client, write the e-mail review right after the conversation to help you be focused for your next client conversation.

Make the notes while you are connected to the client and while you are connected to your higher self, your being or soul from where the inspiration came before the primal mind or ego mind starts to trick and confuse you.

The primal mind or ego-mind is addicted to unmet needs of approval, control, recognition, safety and worthiness that generate negative beliefs and negative emotions that compounds your mistakes in perception that YOU can never do enough for a client to be approved, in control, be recognized, be safe or feel worthy.

The anxiety and fear that you may be feeling in advance of a client review is all based on the mistaken belief in perception from your primal mind or ego-mind that you are not doing a good enough job and that you are not good enough which are negative beliefs that are generated by the unmet need of worthiness, the grand daddy of all unmet need which fuels anxiety and fear.

When you are connected to your client and you are connected to your higher self you are adding value to the client and you are also in touch with those inspirational ideas that set you apart from every other financial advisor that is out there.

The primal mind or ego-mind will make you die 1,000 deaths and your true conscious self will have long and everlasting life.