by In another life time, I was a Guitar teacher. I taught my students to perform. There was no confusion to the value I delivered.
I would listen to my student perform the music, give words of encouragement, and correct mistakes. My value proposition was clear. To my students and the general public. There was little confusion. If asked what I did, I would say I teach guitar. The usual response was Oh that’s so niceand said with a smile.
Today If I’m asked and I say I’m a Financial Advisor, I probably wouldn’t get the smile and most don’t know the good a qualified and ethical Financial Advisor can do.
In Dan Sullivan’s book, “The Good That Financial Advisors Do , he presents 10 reasons why both individuals and societies are better off by having increased numbers of advisors.
1- Long-term, practical financial guidance in a world where change is speeding up and making the future more uncertain.
2- A solid, evolving lifetime financial game plan that large bureaucracies can no longer provide.
3- Providing custom-designed knowledge and wisdom in a world of overwhelming and confusing information.
4- A single, personal coordinator of many different kinds of important experts.
5- Providing a process of shortcuts and time-savers that is impossible for outsiders to understand or implement.
6- Providing increasing clarity, confidence, and capability that are crucial to your clientele for their individual progress.
7- A professional framework that will be even more valuable 25 years from now.
8- Taking advantage of superior financial tools and systems that will continually be created to multiply your results.
9- Continually learning how the most successful people plan and lead their lives
10- Being and feeling more and more that you are in the mainstream of human progress.
So the next time someone tells you they are a financial advisor, smile and listen. Maybe they also play guitar.