How would you like to be the one who shows your client the path to realizing their goals? What would that path look like? Like Dorothy in the Wizard of Oz was shown the path, ” Follow the yellowbrick road”, what clients are constantly telling their advisors is, “show me the path to achieve my goals.” Show me “how to” successfully move from where I am today to where I want to be down the road. Every financial goal your clients will ultimately achieve depends on the day to day small steps they take under your guidance. Clients simply want relief from worry. They are desperately seeking a clear, disciplined and decisive plan of action.
Our biggest challenge as advisors is to help clients examine their dreams and goals carefully to find the right path suitable for them. Think about it. Isn’t your role awesome. Every single day your client has 24 hours to move forward along their path toward achieving their dreams and goals. It is simply up to you to help them make a little progress each day. What an opportunity!