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May 28, 2007 2 min

Raising Your Consciousness

from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! Hosted by financialdna

I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then some clients (i.e. investors) may say "but I already know myself" or "over time I have seen these behaviors come out". However, whether you are an advisor or client, this begs the questions ... "How conscious are you of the people you have relationships with? Are you really noticing when there is connection or when expectations are not being met?" I often ask advisors, "Are you sleep walking through the advisory process?", meaning you may know your process well, you have all the steps and procedures and you have learned to follow your intuition with clients. However, are you really picking up all there is to know about the client?

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Raising Your Consciousness

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This episode was published on May 28, 2007.

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