Goals Archives - CMG AdvisorCentral

The top 2 reasons your clients need you now

Posted on 10.14.14 |

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG

Imagine that you are not a financial advisor and you have no clients. Imagine you’re someone with a different job or occupation, with a different perspective on money. You focus only on rate of return, rather the reality of meeting financial goals and helping your clients find financial satisfaction.

Stop right here! The dream is over.

You’re a financial advisor with the awesome ability to positively influence your client’s lives and help them achieve their goals.

With the volatility we’ve experienced in the world markets in the last few years, many clients are beginning to ask, ” Is what I’m doing going to work tomorrow?”

Well, the world is certainly changing and flexibility becomes increasingly important to your client’s future success. This is where your client needs you more than ever before. The magic comes in the relationship that you can nurture with your clients simply by listening to what they want and need, then underpromising and overperforming.

“Would you please show me the path”

Posted on 08.29.14 |

Michael F. Sciortino, Sr.
Executive Vice President, Managing Director, Head of Distribution
CMG

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!

The Pain of Discipline or the Pain of Regret

Posted on 03.27.14 |

Mike Sciortino
Executive VP, Managing Director, Head of Distribution
CMG

The Choice is yours (or your client’s)…

In our industry, we are a disciplined bunch. I would like to discuss today’s topic from two unique perspectives: yours and your client’s.

Let’s begin with yours: Webster defines discipline as “training that corrects, molds or perfects the mental faculties or moral character; control gained by enforcing obedience or order”. Simply put, it requires you to exercise self control. Often times the challenges or problems we face force us to grow and become more capable in our practices. A wise mentor I had early on used to tell me, if I don’t act, something significant wont happen; how right he was.

Now, from the client’s perspective: Every recommendation you make should be made after you’ve asked yourself this important question, “How can I present this to be in their own best interest?” Your consistent encouragement is the fuel on which their hope of achieving their goals runs. Your role is to implement the positive steps “as if” the hoped for results will become reality. As an advisor, you have a tremendous platform to deliver life changing impact. Years from now, with your guidance, your clients will be able to say, “I’m glad I did” vs. “I wish I had”. On an ongoing basis, you can inspire your clients by presenting them with a practical and attainable positive vision for their future. With your help, your client’s compelling dreams will generate the necessary obedience to push them past their fears and reach their meaningful goals.