Follow Your Own Advice

One obstacle stands in the way of most financial advisors acquiring more and better clients: A lack of clarity about what they want in their own lives. How can you expect others to plan for their future when the so-called experts haven't done it?
Case in point: The same problem arises time after time in my coaching sessions with top producers wanting to elevate their business to the next level. They aren't even clear about what being financially independent means. (For the record, financial independence happens when someone can choose whether or not to continue working because there are enough assets to stop.)
How close are you to achieving financial independence? Have you defined your goals and planned how and when it will happen? If not, how will you help your clients define and create a plan for their goals? To garner commitment from your clients, you help them articulate a personal goal, which serves as their motivation to continue with your comprehensive financial plan. What is your motivation to excel at your job, to acquire more clients? What is your inspiration to be a high performer?
"It's not the answer, it's the quality of the question."

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