As a financial professional, you probably already know that pretty much everyone has ‘issues’ with money and that most people are not all that comfortable talking about it. Often times this discomfort leads people into placing too much or too little emphasis on money which can lead to disastrous consequences.
Even people who are wealthy and/or very spiritual have mixed emotions about money. Money has an uncanny way of bringing out the very best and very worst aspects of being human. Money also tends to create barriers rather than bonds of connection which means it can stand in the way of getting what you really want most from life.
Those financial professionals who know how to bring out the very best in their clients when it comes to money are the ones who can make the biggest impact in others’ lives.
Developing this ability and skill set starts with your own self-mastery of the inner aspects of money so you can, in turn, help your clients do the same. Gaining mindful mastery over money is a combination of vision, discipline, passion and integrity – if you neglect even one, you’ll have a hard time reaching the summit of fulfillment and achievement that most of us are seeking.
Most likely if you’ve read this far, you are also in the process of exploring ways to shift your career and the way you serve your clients into a new direction that allows you to become their financial partner way beyond the selling of products. Perhaps you are considering options that would include financial coaching and mentoring.
If this sounds like you, Leisa would love to share some new and enlightening ideas for using what she has learned in building her own coaching company to assist you in taking your practice to a whole new level.
You can schedule a complementary 30 minute conversation (by clicking this link) with Leisa Peterson, CFP®.