{"id":45511,"date":"2018-12-01T19:17:54","date_gmt":"2018-12-01T09:17:54","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=45511"},"modified":"2019-09-14T08:36:51","modified_gmt":"2019-09-13T22:36:51","slug":"two-simple-words-that-help-people-say-yes-to-financial-advice","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2018\/12\/01\/two-simple-words-that-help-people-say-yes-to-financial-advice\/","title":{"rendered":"Two Simple Words That Help People Say \u2018Yes\u2019 to Financial Advice"},"content":{"rendered":"\n
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Sixpence Media\u2019s Susie Munro challenges you to potentially re-think your approach to your existing and prospective clients in this thought-provoking narrative\u2026<\/h3>\n<\/div>\n<\/div>\n

Have you ever put off going to the dentist because you felt guilty about how often you flossed?<\/p>\n

Or delayed joining the gym because you wanted to get ‘a little bit fit’ or ‘lose a few pounds’ first?<\/p>\n

You know\u2026avoided the thing that’s actually going to help you because you felt embarrassed about your past behaviour or aren\u2019t proud of where you’re currently at?<\/p>\n

Yeah? Me too.<\/p>\n

And I reckon it’s the same for financial advice, specially if you are looking for the best\u00a0Socal installment lender<\/a>.<\/p>\n

There’s a lot of Aussies who know they need to do something about their money situation. Things aren’t where they want them to be. They feel stressed. They know they don’t have things sorted.<\/p>\n

But they often also feel embarrassed about where they’re at. There’s shame, guilt, regret. A sense of failure.<\/p>\n

That makes it very hard to ask for advice (and easy to put off).<\/p>\n

So what can you do to help?<\/p>\n

It’s okay<\/h3>\n

Tell people, ‘it’s okay<\/strong>‘.<\/p>\n

It’s okay<\/strong>\u00a0that things aren’t perfect.<\/p>\n

It’s okay<\/strong> to be right where they’re at.<\/p>\n

It’s okay<\/strong> if they made decisions in the past that didn’t turn out so well.<\/p>\n

Tell them on your website, your social media accounts, and wherever you share your message with the world. Don’t wait until they’re sitting in front of you in your office. They need to hear it before then.<\/p>\n

And you don’t have to use those exact two words \u2014 just get the message across.<\/p>\n

How to say ‘it’s okay’<\/h3>\n

When you say things like,<\/p>\n

\u2018I\u2019m amazed at how many people don’t insure their biggest asset \/ spend everything they earn \/ live in a house they can’t afford \/ buy insurance online \/ don’t have their wills sorted\u2026\u2019<\/em>,<\/p>\n

you make the people you’re trying to help feel guilty, ashamed, embarrassed and stupid.<\/p>\n

What if you said,<\/p>\n

\u2018It’s okay<\/strong>. We’ve all made mistakes with money. That spontaneous six-week jaunt through Europe in the summer of 2014 that left you with a debt hangover worse than that three-day bender in Ibiza? That’s called being human. But now you’re in your 30s, you know your next adventure needs to come from your pocket, not plastic.\u2019<\/em><\/p>\n

Or,<\/p>\n

\u2018It’s okay<\/strong> if you’re not quite where you hoped you’d be by the time you hit the big 4-0.\u2019<\/em><\/p>\n

Or,<\/p>\n

\u2018It’s okay<\/strong> if you didn’t know what was going on with the money stuff before your divorce.\u2019<\/em><\/p>\n

And then,<\/p>\n

\u2018So let’s help you get things sorted…\u2019<\/em><\/p>\n

How do you think that approach might make someone feel?<\/p>\n

Seen and understood?<\/p>\n

Like you ‘get’\u00a0them?<\/p>\n

Like you’re someone they can trust? Someone who can help solve their problems?<\/p>\n

Saying, ‘it’s okay<\/strong>‘ can create a powerful moment that helps people make a choice to change – to actually make a decision to take a next step. To say \u2018goodbye\u2019 to the before and \u2018hello\u2019 to the after.<\/p>\n

A sliding door moment. Real empowerment.<\/p>\n

Be human<\/h3>\n

Saying, ‘it’s okay<\/strong>‘ shows you’re human. It acknowledges we’re all<\/em><\/strong> human. We make mistakes. We’re not perfect.<\/p>\n

It creates connection. It’s empathetic. It’s kind.<\/p>\n

\u201c\u2018People don\u2019t care how much you know until they know how much you care.\u2019<\/p>\n

\u2014 Theodore Roosevelt<\/p>\n

So, forgive people.<\/p>\n

And more importantly, help them forgive themselves.<\/p>\n

Show them you understand they’re trying their best, even if that’s different to your<\/em><\/strong> best.<\/p>\n

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\"\"<\/p>\n

Susie Munro works with fee-for-advice and independent financial planning practices, or those who are on the path to being one.<\/em><\/p>\n

She helps financial planners create ripping content and simple marketing plans, to help them attract and connect with their dream clients.<\/em><\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Sixpence Media\u2019s Susie Munro challenges you to potentially re-think your approach to your existing and prospective clients in this thought-provoking narrative\u2026 Have you ever put off going to the dentist because you felt guilty about how often you flossed? Or delayed joining the gym because you wanted to get ‘a little bit fit’ or ‘lose […]<\/p>\n","protected":false},"author":1,"featured_media":45512,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6868],"tags":[6891,6892],"class_list":{"0":"post-45511","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-adviserfocus","8":"tag-client-engagement","9":"tag-trust"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/45511","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=45511"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/45511\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/45512"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=45511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=45511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=45511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}