10) Food, glorious food (did I mention I’m Italian?)
9) My wild and crazy family who live up to all the Italian stereotypes (except for the Mafia)
8) Working next to my 12-yr old “puppy”, Lollie who wakes to inspect the yard or inform me that it is “dinnertime” - hers – not mine
7) Inlaws I actually like (love, truly)
6) Soul- and wallet-satisfying work, with financial advisors whom I am passionate to help succeed
5) Reconnecting with old friends and meeting new ones in social media, in person – and this website!
4) The ability to freely argue, debate – even loudly – over politics and other controversial topics without fear
3) My step-son , Josh, who has grown to be a wonderful man
2) A 70-something mom who has more of a social calendar than me
1) My partner-in-fun and tolerator of all my piccadillos, my darling husband Mark
These are my top 10 reasons to be thankful.
It’s only a few days until the day that those of us in the USA celebrate and give thanks for all of the blessings, rewards, gifts and accomplishments we have enjoyed this year. For me, it certainly has been a financially tough year for our family, and I wonder how the next year will pan out.
Still, because I’m a coach and all, I know that words have power, and that declaring what I am thankful for is more than just a list. And there’s more to it than even words. Read More→
The third “test” clients use to determine if they trust you…and the unasked question…
Are you grateful or – guilty for not feeling grateful? Let’s face it, there’s been alot of bad news for financial advisors and their clients lately…and even successful entreprenuers are finding that their gratitude “buckets” have sprung leaks.
Take my client, Kevin, who needed to rebuild his practice. With a 20-year, thriving practice as a wealth advisor, he was earning in the high 6-figures – until last year. Now, like most advisors, he has lost many of his clients to bankruptcy, first-time unemployment and devastated retirement savings. Several have left, and he knows others are about to jump ship. “I know I’ve got to change something”, said Kevin to me. Read More→
Do your clients trust you? There are 3 “tests” clients use to determine how well they trust you as their advisor – and how likely they are to remain with you during market upheavals.
Here is the first test of trust you need to ace with clients:
Here is the second test…
Stayed tuned for the third test ….
Do your prospect’s eyes glaze over when you present them with recommendations? Do they accuse you of teaching them how to build a watch when they ask you for the time Do they seem suspicious when you present investment data?
The fact is, how your clients hear your facts depends on their level of trust in you….which is impacted by your verbal, emotional and physical consistency….
As a successful financial advisor, you know how important it is for you to connect your products and services with the emotional needs of your clients: How not to outlive their money….how to make sure their family can still pay the bills if they die….paying for the children’s college. ..taking care of elderly parents….
What you many not know is this: even when you are stating facts, emotions come through in a way that subtly affects how well your clients “get” your intended message….
