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This Time My Female Financial Advisor Client Inspired ME

Last week I was speaking with one of my coaching clients.  She recently moved from the Operations side of the business to become a female financial advisor and take over a book of business. Her firm has really no training so we have been working for months to help prepare her for her “transformation”.  While she is focusing on the existing book of business she is at the same time developing new relationships.  In our call last week she shared that she had a total meltdown over the weekend.  While she has always worked in the back office, getting in front of people and even hosting events is WAY out of her comfort zone, but you know what SHE IS DOING IT.

Every day this young woman, this new financial advisor is pushing herself out of her comfort zone.  Anything I ask her to do she does it regardless as to how uncomfortable it is.  We have all had those times as a fully commissioned financial advisor where we wake up at night in a cold sweat wondering “Am I going to make it” or “Will I disappoint my family”,   while these panic attacks can be debilitating they are also signs that you are very determined to achieve and succeed.

There is no doubt that this young woman will succeed because every day she is out there, talking to people, asking for business and inspiring referrals.  I suppose she is actually fortunate that she did not go through any intensive formal training because then I would have had to spend our valuable time RE-Training her.  She is building her practice based on her experiences in the industry and her strengths as a woman.  She has a focus, a target market, a compelling message and is already promoting her first event and she only opened the doors to her business April 1st.  WOW

Perhaps it was working with this client that helped me to recognize I too needed to get out of my comfort zone.  While she may be a bit panicky about the future and her ability to succeed she is an inspiration to me. Needless to say we will be spending time on heavy breathing exercises going forwardJ

“And the trouble is, if you don’t risk anything, you risk even more.” – Erica Jong, Writer

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