Following a recent client meeting, I finished the Zoom call on a natural high, with the feeling of “this is why I LOVE what I do”.
This high did not come from landing a big sale (I don’t sell anything) or growing a portfolio by a certain percent. It came from knowing I had helped them and from their recognition that our work together is having a positive impact on their financial security.
It did not require me to be great with numbers or love statistics, or economics, or analyze the stock market, or any of those other topics one might associate with this profession.
It required my passion to help others by sharing my expertise. To listen, to truly hear them, to understand their concerns, fears and hopes for their financial future and to offer my guidance and expertise on that path.
LISTENING. UNDERSTANDING. GUIDANCE.
I’ll add EMPATHY, TRUST and COMPASSIONATE COMMUNICATION skills. Personal finances are extremely PERSONAL.
Attention to detail is also very important. There are a lot of details to someone’s personal finances.
Women, in general, have a natural proclivity to this skill set and it can really help set them apart in this profession. Unfortunately, female advisors only represent about 15%-20% of all advisors.
Being a woman in this profession, and also being a small business owner, I want to help educate young women about the opportunities and rewards of what I do.
If you have a young woman in your life who ever wants to learn more, you know how to reach me. I am always happy to have a conversation!
Financial Fitness Tip
For the second month in a row, I’m hitting on a teen related tip.
If you have a child who has turned or will be turning 18, you should have them sign three important documents:
- Healthcare proxy
- HIPPA authorization
- Durable Power of Attorney
My oldest turns 18 this year and my estate attorney is in the process of drafting his forms following our estate update meeting last week, just so they are ready and we don’t forget.
You can read more about the importance of it here.
My Favorite Quotes
When my mom was diagnosed with breast cancer, a friend who’s like family gave her a plaque with this quote:
“A woman is like a teabag. You never know how strong she is until you put her in a little hot water.”
I couldn’t agree more – here’s to all the strong women out there!