being a financial planner. when i should have been listening i talked a lot
TRANSCRIPT
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being a financial planner
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When I should have been listening
I talked a lot...
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But that wasn’t the truth
I told them I was FULLY qualified...
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Because “they need to be sold”
I was taught to sell products...
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Knowing they didn’t understand
I closed the sale...
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But was influenced by others who weren’t
I told them I was “Independent”...
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But was incentivised to do something else
I told them I had their interests at heart...
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But “Master of none”
I was “Jack of all trades”...
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And used it to help them make mistakes
I knew more than they did...
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When simpler was better
I used complex language...
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And it usually escaped
I chased the money...
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When it was not to be dumb
I thought my job was to be clever...
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And then I discoveredfinancial planning...
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And that’s when......All the problems started!
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People weren’t interested
I tried to sell the software...
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That didn’t help me
I told them I was fee-based...
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They didn’t want a report
I sold them a financial plan...
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They trusted me less
I urged them to trust me...
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Which should have been standard
I sold them my values...
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They were really not bothered
I told them I was now really qualified...
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But they didn’t know what it was
I sold them financial planning...
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And they stared at me blankly
I told them we could achieve their lifetime goals...
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I asked them if I could show them... how to get the life they really wanted... without ever running out of money... or dying with too much...
And, frustrated...
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They wanted to know...They were happy to meet...They were happy to share...They were happy to PAY me!
And all of a sudden...
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And I realised...It definitely isn’t about a product
It isn’t about investments...It isn’t about financial planning...
It isn’t even really about the money...
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This is the last slide
If you haven’t yet worked it out...or into your business...
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