I had a fellow financial advisor who was asking me for some advice..

Advisor : Could I please tap on your expertise 😊 I’m meeting a doctor to do retirement planning and old age needs planning. She’s approaching 60, married with no kids, father recently passed on at age 92 (which triggered this meeting). Judging from her address, Nassim Hill, fairly wealthy- that’s all I know yet I’ve never planned for a doctor. Any advice?

Greg : It all starts with the question, what are her wishes she would like to fulfill in her own life and the ones of the family around her? It all starts with the why – listen to her and what she wants.

A few days later…

Advisor : I asked her the prospect the question…..her response was ‘What a profound question! I’ve never thought about that. I’ve just been living!’

Learning points…

1) What are our dreams? Have we gotten off the rat race to pause and reflect about what do we really want in our lives?

2) Rather than go into the meeting armed with products, we go into the meeting to listen to what do clients really want, prepared with a heart, empathy and questions to help them clarify their own goals which they have no time to think about.

3) Our value we bring as advisors is not to focus on products but to bring clarity to help them make better decisions for themselves and their families.

#stewardofwealth

#ihavethebestjobintheworld

#ourvalueasadvisors

#MakingDreamsComeToLife