For me, the hardest thing to consider is that this is the new normal, there is no way out and we just have to deal with it. Now let me use the word “adapt”:
A is for awareness. Every advisor should be aware of their client’s situation.
D is for dynamic, where we have to quickly adjust to the new normal. We cannot go out and see our clients physically or have coffee with them, but we are lucky to have this technology. Imagine if this happened 20, 30 years ago, where there’s no Zoom, or no other applications we can use.
A for accountability. As citizens, we have to assess what we can do to help our nation. But as advisors, we have to be responsive and responsible with our clients, especially with those who are really affected by this.
P is for positive. We don’t want to be positive with COVID-19, but we have to have a positive attitude.
T is for thankful. We have to be thankful that we can learn from the current situation. Grab this opportunity to upgrade ourselves, and be ready when this is over. And this will be over.
The hardest part is being dynamic and quickly adjusting to the new normal. But we cannot really just relax and say, “I’ll just do this when this is over.” Because the question will be, When will this be over? So are we just going to pull back? Are we just going to stay where we are? Or do we move forward and quickly get in touch with our clients and our prospects? It’s our choice. We have to make that choice.
And that choice would be to reach out to your clients, reach out to your prospects, be there for them. Go back to your why. Why are you doing this in the first place? Why are we here? It’s the big why.
Sherry Lee Ong is a nine-year MDRT member from Manila, Philippines. Hear more in the MDRT Podcast:
Rightly said.As an Insurance Agent it’s valuable advice