Most advisors don’t understand this basic statistic…
People fall into 3 buckets
1️⃣ Opportunity Seeker (i.e. Greed/Growth/Opportunity/Risk Taking)
2️⃣ Risk Avoidance - (i.e. Fear/Fixedness/Risk Adverse/Status Quo)
3️⃣ Logic
Before you guess which one you are… Understand that most people may be disappointed in the result.
These three categories are split up as such.
40% of people are in category 1: Opportunity Seeker. Typical professions: sales/business development, financial advisors, business owners, marketers, etc.
40% of people fall in category 2: Risk Avoidance. Typical professionals: insurance (not sales), accountants, managers, etc.
20% of people fall into the logic camp. Typical professionals: engineers, scientists, etc.
How people judge themselves is interesting.
Most people think they fall into the logic camp.
You are not.
Don’t believe me???
Here is an easy test.
When you are presented with an opportunity to get massive growth personally and professionally…
But it will take you some time…
And cost you money (an amount that makes you uncomfortable, but still doable if you wanted to)
How do you respond?
Category 1 responds with an internal excitement…
“lets do it and we can figure it out later”…
“I’ll make it work.”
Category 2 responds with hesitation…
“I’m not sure I can afford it…”
“I’m not sure I have the time…”
”What if I sign up and things don’t go according to plan.”
Category 3 responds with questions, analysis, and a definitive decision.
My guess is you are not #3
How can you incorporate this into your life?
Don’t run from your inner truth… Learn how to have better outcomes.
If you are an Opportunity Seeker then slow down your decision process… Ask more questions… Then jump right in. Business owners are great at assessing risks.
If you are a Risk Avoidance then take your time with your decisions… Don’t rush to judgement… Don’t rush to discount yourself or your abilities… Learn how to take calculated risks… Don't avoid them.
Financial advisors typically fall into category 1 and CPAs typically fall into category 2.
You might notice they are polar opposites.
Most advisors get frustrated with CPAs.
Most CPAs get frustrated with advisors.
Both are the best natural pairing of service professionals… yet they cannot find ways to work together.
Fortunately I have a solution for this.
Join me for a virtual roundtable this week on Thursday at 4pm ET. We will be discussing best practices for getting more referrals from CPAs.
Are you an Opportunity Seeker: CPAs are a great way to get massive growth in your practice. I know I’ll see you there.
Are you a Risk Avoidance: This is free… It is the best 60 minutes you will spend on Thursday at 4pm ET. No risk for attending.
Are you category 3: Can you tell me a better way to grow your practice by getting hundreds of referrals from a CPA for zero cost? What reason could you have not being there?
Event Link To Register (Limited Seating).
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Top 10 Investing Myths That You “Know” To Be True… But Are Not
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