This morning I started coaching a new client. She is a successful woman who by trade is a chemical engineer and worked for 20 years in that industry. She LOVEs numbers and is an extravert, willing to do whatever it takes to succeed as a financial advisor. She came to me a bit frustrated and energy challenged. She is putting in the hours and doing all the right things but not getting the results she wants. She is worn out.
Without having a clear target market her efforts are sending her all over the board. She has tried every method of prospecting but has not narrowed her process down to become proficient nor consistent in any one area. Although she loves working with numbers she still is unsure of her investment philosophy. Each of these factors are creating tremendous roadblocks to her ability to achieve success. As a result she is spending way too much energy and generating minimal results. She is feeling dissatisfied with her performance at work, guilty about her time away from family and concerned about her health and fitness.
This is not an uncommon scenario and one that often prevents women from succeeding. This is not something that can be fixed overnight but already just after our first call she is feeling more optimistic about her business. Our first objective is to clarify her ideal target market and then develop her compelling message around the needs of that market. This work will become the foundation to all of her prospecting and marketing activities. Next we will uncover her true philosophy towards investing money which will help guide her in providing solutions to clients with greater confidence and conviction. And lastly I have mandated that she block of 2-4 weeks of vacation each year and create her ideal schedule that allows her to feel good as a mother, fit and healthy as a woman and a partner to her husband.
Having a clear understanding of who you are, what works for you and what you must do to feel good and positive about yourself and your life is not an option if you want to succeed.