On a bad day, you have probably grumbled about what you hate about being an advisor. But have you ever taken the time to create a list of why it truly is great to be a financial advisor today?
While it is not exhaustive, the following are some really awesome reasons why it’s great to be a financial advisor in 2020.
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A Noble Calling
Why? Because every day you are helping to make your clients’ financial dreams a reality. Think about it. You are their coach to stick to a long-term plan. You are their navigator through the sometimes turbulent waters. You provide them with financial peace of mind so that they can sleep at night. This is truly a noble calling!
Enjoy the Gold
Financial advisors are the only profession that can help people fund their retirement. Being able to retire with a feeling of security brings your clients joy and it should bring you joy as well.
Achieve Higher Learning
People Need You
Investors are overwhelmed and often extremely confused when it comes to their investments and all the decisions they need to make. The education and experience you bring your clients and prospects is a necessity and also extremely meaningful.
The Human Touch
Face-to-face communication cannot be replicated by robo advisors. Robots cannot listen nor be empathetic. They are not capable of feeling.
Money is an emotional topic. So your personalized approach of working with clients and prospects and sharing their emotions should make you feel joy because you cannot be replaced!
Leaving a Legacy
By helping them with their philanthropic desires and uncovering the core values they have that motivate them to invest with you, you are helping them to leave a legacy that truly matters for generations to come.
The Bottom Line
Did you think of something that’s not on this list? Add on to it, this is just a start.
Next time you are having a bad day, take a look at the list and reflect on all the reasons you’ve chosen a really great profession.
Taking the time to find the joy in every day will lead to greater happiness, increased energy, better health, renewed inspiration and an overall more fulfilling life! How’s that for job satisfaction? Here’s to your most joyous year yet.
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