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Sarcasm – Is there a place in the classroom for it?
Federal benefits expert, Chris Kowalik of ProFeds, shares her approach to engaging federal employees in her pre-retirement workshops. It’s all about perspective, and her ability to be direct in order to help federal employees have a clear understanding of how their benefits change over time.
The hard conversations are always the most important
The hard conversations are always the most important. Have them anyway.
In our industry, sometimes we’re the bearer of bad news. Perhaps we may have to tell them that they’re way behind in their retirement planning or that the primary breadwinner is uninsurable leaving the family under-protected.
There are a lot of emotions surrounding these topics, and we need to recognize that it is painful for clients to have these conversations. But it doesn’t mean we should ignore them.
If you consider yourself a “coach” of sorts, I hope you’ll appreciate this analogy.
Consider a sports coach (pick the sport of your choice). The coach is not there to do what the athlete wants. The coach is there to inspire and challenge the athlete to push themselves to be better/faster/stronger and achieve greatness. They both have the same goal, but one knows HOW to get there, and the other must WANT to get there.
Do you have that type of relationship with your clients? Do you have the hard conversations even though it’s uncomfortable? Do your clients trust that you have their best interest at the heart of everything you do with them (even when it’s hard)?
I challenge you to push yourself to earn the trust of your clients so you can push them to their greatest potential. You’ll be grateful you did – and they will too.
Financial Professionals: Schedule a 30-minute consultation with Chris Kowalik of ProFeds to see if this proven, step-by-step system is right for you.
Ready to get started? The ProFeds Bootcamp is where all of the magic begins! This training program is limited to the first 10 financial professionals who qualify, so reserve your seat today! CLICK HERE for details about our next available class.
About the Author: Chris Kowalik, founder of ProFeds, is the industry’s leading business coach for financial professionals who specialize in working with federal employees. She is a frequent speaker for financial services firms and federal agencies throughout the country.
Relationships always trump marketing
Relationships always trump marketing. Take time to nurture long-term relationships.
In the days of having technology at our fingertips, it’s easy to lose sight of building long-lasting and meaningful relationships. Often, we spend more time gathering “friends” “likes” and “followers,” that we forgot to go a bit old-school and simply talk to people and find real ways to bring value to their world.
While marketing (of all sorts) has it’s place, the results can be fleeting. You can continue to do things like mailers, social media ads, and email blasts, but are you taking the time to build relationships with clients and centers-of-influence within your target market?
Taking the time to build these very important relationships are rewarding (and with a high ROI). Nurturing relationships with your clients help them to continue to value your services and refer their friends because of the positive vibe they get from knowing you.
Likewise, nurturing relationships with centers-of-influence give you an outlet to vet new ideas and gain perspective of what your audience is looking for as their needs change. Gaining their trust and respect ensures that you’ll be top of mind when the time comes that they need help in your area of expertise.
Financial Professionals: Schedule a 30-minute consultation with Chris Kowalik of ProFeds to see if this proven, step-by-step system is right for you.
Ready to get started? The ProFeds Bootcamp is where all of the magic begins! This training program is limited to the first 10 financial professionals who qualify, so reserve your seat today! CLICK HERE for details about our next available class.
About the Author: Chris Kowalik, founder of ProFeds, is the industry’s leading business coach for financial professionals who specialize in working with federal employees. She is a frequent speaker for financial services firms and federal agencies throughout the country.