Financial Services, Speaker and Coach

One fault many financial advisors (and their management) have is that they believe others should be just like them. If that were the case, either they, or their team members would not be necessary. There is only one Ben Feldman Joe Gandolfo, Gary Kinder, Jack Walsh, or Gerry Morris.  if you attempt to be them, you will end up looking like a fool; be yourself!

Your gifts talents show up more in your differences from others than in your similarities. Stop comparing yourself to others, I don’t care how successful they may be; you have gifts differing from those given to others. Beware of those who attempt to pour you into their mold, because that’s the only way they can measure, or control you. Conversely, those who deserve a place in your life and your business will never be threatened by your strengths, or your uniqueness.

Look at an orchestra. If you only have trumpet players, you only have a brass section, not an orchestra. I love the strings, but no matter how sweet a violin sounds, it takes more than violins. You need many types of instruments to create the beautiful sound of a symphony!  All the members are talented musician, but they play their own instrument different instruments and they do it their way.

So how do you truly come to know who you are as an advisor? What is YOUR way of presenting to and advising your clients? Three different attributes make up the unique genius of YOU:

  • What You Know
  • Your Feelings, Beliefs, And Motivations
  • What You Instinctively Do When Striving To Reach Goals

You can improve, modify, and develop the first two. You are BORN with the third, and it never changes!

Need an objective opinion on what makes YOU special as an advisor? Call me. Let’s talk about it.

Work Hard & Have Fun!™