What has been a shock to me for many years is the fact most advisors do not have their own investment plan, financial plan, and budget. Think about it like this. Let’s say you wanted to go to a fitness and nutrition trainer because you wanted to get back into shape and live a healthy lifestyle. When you met that person for the first time they looked absolutely like a train wreck. Fat, low-energy, etc. Would you hire them? Probably not.
Now when someone comes to us for advice because they can’t “see” behind the scenes they make assumptions. The problem is that you never will be able to communicate 100% with congruency because, in essence, you are living a lie. As advisors we must also be role models and coaches to our clients. I cannot tell you how many advisors I run across today in my travels are one bad quarter from bankruptcy. It’s time to become a model not just an in-congruent advisor. Please listen to my expanded audio comments below and claim you FREE trial membership at my virtual coaching site –practicepower.net
