Serve others to unlock their greatest potential, and be genuine.
In the financial services industry, we use the concept of “service” a lot. We refer to “servicing” client accounts, and we may offer “services” to clients like an annual review that we put into this category.
But are we serving our clients to help them to be their best selves?
Do you find that you’re simply going through the motions, or are you helping your clients to overcome their own obstacles, demolish their self-imposed roadblocks, and gain the financial independence that they desire?
This isn’t about greed – and ironically it’s not really about money either. It’s about “selling” from a place of “service” and giving your clients the best opportunity to succeed. It’s about giving guidance, mentoring them through tough conversations, and bringing clarity to confusing topics.
All too often, we lead conversations based on the desired outcome (a sale). Instead, I encourage you to detach yourself from the end result, and simply focus on serving the client to allow them to reap the good that comes from it.
Now, I’m not saying to stop recommending solutions, but simply to look at the bigger picture of what your client needs. Chances are good that they want to FEEL GOOD about the decisions they are making, and about investing in your relationship. What better way to do that than to serve them and help them to see the great potential in themselves?
If you’re curious what potential lies within you to better serve your federal employee clients, consider ProFeds coaching services today.
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.