What is Your Real Mission as an Advisor?

October 6, 2016

what-is-your-real-mission

OK, so what is your REAL mission? Every financial advisor I speak to wants to help people, they see this as their true calling and what makes them unique; but the real question, the source to unlimited success is understanding WHO you really want to help and WHY?

These are not simple questions and the answers require some digging and soul searching; but the results are what define you, propel you, energize you and becomes the ultimate source of success.

For most advisors, when I ask WHO do you want to help, I usually hear “People that appreciate what I do.” 

Duhhh! Nobody wants to work with someone who doesn’t listen or appreciate your value.  So let’s get that out of the way and get on to what is truly important.

Step 1 to discover your "Real Mission"

Now let’s do this again, as you are reading this stop, close your eyes and think. Think of all the people you have helped in the past with their financial affairs what would you say were the top 5 experiences.  Write each one down and ask yourself:

  • Who were these people? (describe them)
  • What was happening in their lives?
  • What were their specific issues?
  • What was it you did for them?
  • Why was this experience so meaningful to you?
  • What did this experience remind you of from your own life and experiences?

Go through this exercise 5 times using your 5 top experiences.  

Step 2 to discover your "Real Mission" 

Look for a pattern.  

  • What about those 5 experiences are similar?
  • Is it who the people are?
  • Their personalities?
  • Their issues or what was going on in their life? 
  • Did you experience the same sense of satisfaction?  

Did deep, think about each experience. Don’t try and do this in 15 minutes, this may be something you let percolate in your mind for days until the answer comes to you. When it does it’s life altering.

It’s as if for the first time you really understand who you are as a financial advisor and your true mission in life.

Let me help you a bit. When I look back on my own life I see moments in time when I knew I was making a difference. Whether it was when I was playing volleyball, building a women’s wealth practice, training advisors or developing a team of advisors to promote the women’s market, I felt as if I was contributing to a greater cause. There were a number of patterns that defined my true purpose and mission in life.  

Each experience focused on women, the age of the woman was not important, but the character of the woman was; these women all wanted to improve their lives and grow.  In most cases, those I helped had lost confidence, were stuck and needed the inspiration and direction to find their path.  

These were the patterns in my experiences, I now know the root source of my mission and who I am destined to serve and help.  

My mission is to inspire, motivate, and lead women to become the best that they can be in all aspects of their life; to recognize their true value and to have the courage to become the woman they are destined to be.  

When I apply this mission to my practice it becomes more than just a statement. This has become my purpose in life, it is what guides, defines, and fulfills me.  My energy and passion reaches beyond just the women’s market, touching advisors of both genders.  

Step 3 to discover your "Real Mission" 

Based on your experiences and the patterns in your life, write your true mission. It doesn’t have to be pretty, eloquent or even grammatically correct.

This is for your eyes only, it is your personal discovery as to what you were truly meant to do with your life and work as a financial advisor.

At this point you should have an idea of who you really want to help and why. Look at the pattern which have emerged from your answers and ask yourself are you doing everything you can to focus on what you have already unknowingly been working towards?

By finding your real mission you are now able to set clear goals to get you on path to your true calling; all you need to do now is follow it.

If you like this message and are ready to grow and change then consider our Engaging Drip Marketing Membership, group or personal Coaching or perhaps a powerful Keynote presentation for your company. I look forward to hearing from you and answering any questions you may have.

 

free gift value statement
Subscribe to Articles
Enter your email address to subscribe to Adri's articles and receive notifications of new posts by email.

Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×

Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×