Leadership In 2022 and Beyond.
Traditional Leadership is full of ruthless managers who focus solely on profit and margin.
T he problem with financial planning is in fact, that the target moves every single day… Every single day significant events can happen that have dramatic consequences for the rest of your and your family’s or business life. And for this reason, both the customer and the client have an incredible responsibility to each other, to ensure that we are cushioned financially from these events as much as possible. Such events are:
- Death
- Disability
- Severe Illness
- Retirement
- Unemployment
- Marriage/Divorce
- Children
An advisor should always be in the loop for any decision that can potentially put you at risk or create an opportunity for you. The number of times, life happens, and we haven’t planned for it such a terrible place to be, (I should’ve, could’ve) is never the statement you or your advisor wants to hear. Because good help exists and with a small amount of research you can find the right person to deal with, that will put your needs over theirs and make sure that you are covered and can live with as much peace of mind possible. This is where a good wealth planner gets involved. You see, the good planners help you make life a little easier. There really good ones, who everyday for you the customer and in fact really want to ensure that should you, [when you] encounter one of these events they have you covered.
Being an advisor is tough, due to the complex nature of our business, but also the absolute responsibility we have to your family, friends, businesses and loved ones, because the decisions we make together have real world consequences. I think the principal behind all of this is help, us help you. The good selfless planners out there get it. You are tired of being a number behind a policy. But I think given a chance you will see that not all advisors are made equal and the ones with a solid business process, in particular those that put your estate planning as the starting point of any rock-solid financial plan are where you should start to look.
Choose an advisor that has:
- A solid process and client journey.
- Independence [someone who can truly give objective advise]
- An area of specialization, (for this reason having multiple advisors is okay)!
- Comes with a good reputation, (social media is a pretty good place to start to get this information)!
Simply put, a good relationship with an advisor is one which is equitable, open, built on trust and transparency. It is a profession. And one which when taken seriously can benefit you as the customer in incredible ways.
*The information in article does not, and is not intended to, constitute financial advice and materials on this site are for general informational purposes only.
