For me, hiring a financial advisor seemed impossible.
Because, in the house I grew up in, wealth was regarded as very nice. For other people.
My core money message was: “We don’t have enough.”
I felt embarrassed by my hand-me-down Girl Scout dress that was a weird color while everyone else in Troop 224 had a uniform uniform. I was tasked with cutting tissues in half to double their value. And I built a painfully slow pink scooter out of wood and old roller skate wheels. I can appreciate creativity that arises from financial limitations…
But my parents weren’t wrong: we didn’t have enough money to not feel stressed about money all the time. And that’s tough as a kid. I was taught to scrape the bread crumbs off the counter, not figure out how to make more dough.
What’s really tough is the idea that took hold in me: other people deserve resources more than me. A sense of helplessness set in before I even tried to earn enough to support my financial needs.
But when I finally hired a financial advisor, a lot changed.
It wasn’t just financial literacy that I was lacking, there was a deeply emotional aspect of money-making–due to various factors–that had me mired in self-sabotage.
Within two months of working with my advisor, I onboarded my highest paying client!
I no longer felt helpless. I no longer felt money was for other people. I started to imagine and feel like achieving wealth for myself was possible. And that I could do it as an entrepreneur.
So, when I help advisors—especially Main Street advisors who are committed to being passionately independent—I understand from personal experience how life-giving your work is.
You are the emotional, human side of money. And we need you.
You help us navigate important life transitions like death and divorce. You help us stay optimistic in the face of uncertainty. You have tough conversations with us and guide us with empathy about the past mistakes we’ve made. You steer us toward a more certain and stable future. You help us break unhealthy habits and heal relationships with money. The human-centered work you do is vital to helping humans thrive in a modern world.
This is why I’m passionate about helping financial advisors.
How about you? Why do you do what you do? What makes you passionate to serve your clients?
I want to help you succeed in sharing your story in a way that matches you with clients who truly connect with you as an authentic human. This is our mission at Authentic Advisor Video. And we are passionate about serving you so you can serve the clients who need exactly what your unique offering is for them.
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