Promote self-discipline and self-worth
Self-worth is a by-product of self-discipline. As a financial advisor, one of your most significant roles is to act as a role model for disciplined behavior. This process begins with ensuring that you help clients reach their own conclusions, with you as the guiding hand.
Set realistic expectations and goals
Becoming more knowledgeable about how your clients handle problems and how they view the world will help you calibrate their expectations accordingly. The more you can learn about their ability to be consistent, adapt, think positively, and handle stress, the more you’ll be able to create a workable wealth management plan. You’ll also have better information on how to develop your Client Service Process for each client.
Help clients recognize that mistakes are positive learning experiences
Over the last few years, it’s safe to say that all kinds of “powers that be” have made mistakes in every aspect of our lives; mistakes have been made by all sorts of “powers that be.” While some of these mistakes have had negative global repercussions, the world seems to move on and make progress. There is a lesson here. Resilient clients have learned that life’s ups and downs bring disappointments and successes.
Empower clients to overcome obstacles
Resilient clients believe they are the masters of their future because they understand the key elements of their past. In helping resilient clients determine their unique future, advisors help identify obstacles that will get in the way. Then, side-by-side, they set in place strategies to overcome those obstacles. Resilient clients take back control of their lives—they control their future instead of reacting to the present.
As you can see, it takes a special effort to redirect a client toward a more positive, satisfying, productive, and successful life. But when you’ve reached this point with clients, celebrate it. Not only will you have improved the lives of your clients and their future generations, but you’ll also have improved the lives of your clients and their future generations and create a community of solid, loyal clients for life. Now, isn’t this a great reason to be a financial advisor?
