ARE YOU SABOTAGING YOUR CLIENTS’ SUCCESS?

What secrets are you keeping that may be depriving a potential client of creating a more successful life for themselves?

I have spent years helping advisers dig deep and explore the real reason they do what they do.  This often involves helping them uncover the defining moments in their lives that got them to where they are today.

A number of these defining moments are personal examples of misfortune, tragedy or events that happened to them or to people they know and love. Some of them are so emotional they give me serious goose bumps.  When I ask if they share these stories with prospects or clients, many said no as they feel that it is exploiting their situation or that it is inappropriate.  What is inappropriate is the moral deprivation they are creating by not sharing such a powerful story and helping more clients take action and avoid facing the same fate.

If you witnessed or experienced a tragedy, misfortune or event in your life, and you knew that sharing it would spare others (or reduce the impact) from a similar fate, wouldn’t you do everything in your power to make that happen? It’s why we see so many charities and foundations established. They are usually founded off the back of someone’s misfortune and their insatiable desire to prevent the same thing from happening to others. You have the power to do this too (just on a smaller scale).

 

I know many so many advisers that have incredible stories of pain, suffering, tragedy, illness, family battles, stupidity etc. that they are not sharing with prospects or clients. (I also appreciate not everyone is ready to share, that is a different story). For those who can talk about it, keep in mind that sharing your tale is a gift you are giving another person. You are providing them with an opportunity to create a different ending. You do not have to divulge every nitty gritty personal detail.  It could be one powerful statement of fact followed by the moral to the story.

Not all stories need to be tragic or sad. There are also many encouraging good news stories that can be just as powerful. If you ask my husband why he is a risk adviser, he now happily shares that he lost his father when he was 14, and thanks to being appropriately insured, his family were able to grieve properly and move on with their lives faster as they did not have the added worry of financial stress.  If that story helps his clients take out the cover they need, he is delighted that his story turned into a positive for someone else.

There is an overwhelming force inside humans to avoid (or reduce) pain and suffering.  And often it takes hearing someone else’s story to encourage us to take action.

If you are passionate about helping others, think about what golden opportunity you are keeping secret that could make a difference to someone else’s life. It is not exploitation, it is fulfilling a moral obligation to save others from an unfortunate (or fortunate) fate as you have witnessed or experienced yourself.

If you need any help or want to know more, please get in touch at kim@9rok.com.au, visit me at www.9rok.com.au or join the conversation on twitter @_9rok.

The opinions, advice, or views expressed in this content are those of the author or the presenter alone and do not represent the opinions, advice or views of No More Practice Education Pty Ltd. Our contents are prepared by our own staff and third parties who are responsible for their own contents. Any advice in this content is general advice only without reference to your financial objectives, situation or needs. You should consider any general advice considering these matters and relevant product disclosure statements. You should also obtain your own independent advice before making financial decisions. Please also refer to our FSG available here: http://www.nmpeducation.com.au/financial-services-guide/.

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