Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead

You Don’t Need What You Think You Need

What You Need

Advisors come to me believing that they need certain things they’re not getting.  But usually what they think they need is not what they actually do need. 

See if something here sounds like you:

You think you need confidence. You don’t. Confidence is a result, not a prerequisite to taking action. Fear is often a byproduct of desire. Think of something you want to do that scares you. Write down the tiniest next step you can take without actually doing that thing. Take that tiny step. Then start there again.

You think you need to be more productive. You don’t. You need to be more creative.  Forget trying to be “productive.” Trying to run your business by checking emails every 5 minutes and fiddling with your computer is not productive.  Be creative. Do something in your business that you haven’t tried. Creativity is your true competitive advantage.

You think you need to be better at prospecting or sales. What you need is to be better at serving. Serve someone powerfully. If you’re powerful enough, they’ll ask you how they can work with you. Then you can tell them your process and your fees. And as you continue to serve them powerfully, they’ll send their friends and family to you.

You think you need to show people how smart and powerful you are. What you really need is to show them how much you care about them and their future. This is your superpower. 

You think you need to go it alone. You’re great at helping others but sometimes it’s your turn. Ask someone to listen to where you want to go, how you’re getting there and what your challenges are. Ask someone to help you. It’s a sign of strength to ask for and receive support.

You think you need to be better able to explain WHAT you do. What you need to be better at is explaining why you do it. The differentiating factor for most advisors is their “why”. Why do you do what you do and why should they choose you when there are so many choices out there.

You think you can’t act until you believe in yourself. It’s not true.  Find someone who says ‘I believe in you” to you on a regular basis and borrow their belief.

Look back on your career and on your life. Isn’t it true that any adversity you weren’t prepared for made you fearful, but you usually overcame it?  Didn’t a new job or opportunity scare you, until you began it?  Say YES when an opportunity arises. Create something – and put it out in the world. It’s okay to be afraid. Courage isn’t the absence of fear, it’s doing what needs to be done anyway, despite the fear. Hey, we all know how to do scared!

Let me help you get what you really need…not what you think you need.  Spend an hour with me and let’s see if we can find it together.

In the meantime, keep REACHING






Want to talk about what you need to be successful?
Schedule a no-fee consultation with Sandy! 

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 


Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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