A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may feel like a nobody if they’re feeling sad or not seen. Try these ideas to lift your clients’ spirits and remind them they are somebody.
- Everyone seems to be more successful. Suppose they see friends buying bigger houses or taking expensive vacations. There is more to life than owning status symbols. And what would happen if their neighbor lost their job? Do they think their neighbor is spending everything they earn or saving money? Your client is a somebody because they have been putting money aside to plan for the future.
- Is your client involved in the community? Is your client giving back to the community or involved with their religious congregation? If they are involved, they are likely respected by fellow volunteers in the group. They should also be getting recognition from other people in the community who know they give back.
- How is their health? I tell people the human body is one of the few things in the world that can run for 100 years on its original parts! However, parts wear out. Like everything you own, the body needs to be properly maintained. Is your client in good health? Do they follow their doctor’s instructions?
- Do they care for older relatives? Do they care for their parents or grandparents? Their ongoing care and sacrifice are appreciated. To the person they are caring for, they are a somebody.
- Do they have favorite restaurants or businesses? They probably do. They have been shopping at the same stores for years. The local dry cleaner and auto mechanic probably know them well. If they are a regular at a restaurant, the manager and servers are probably glad to see them. They are valuable customers who help local businesses.
- Do they keep in touch with friends? Maintaining friendships takes effort. You can’t wait for them to call. You often need to make the effort. Their friends are happy to hear from them. They consider them a somebody.
- They are a somebody in your eyes. As their financial advisor, you treat them as a market of one. You keep in touch regularly. When they call, you get back to them quickly. You let them know you are happy to hear from them when they call.
All of your clients are somebody. There aren’t any nobodies. Sometimes you need to remind them they are important.
Bryce Sanders is president of Perceptive Business Solutions Inc. His book “Captivating the Wealthy Investor” is available on Amazon.
For more about mental health and balanced living
- Read “#selfcare: It’s more than just a hashtag” (MDRT member exclusive content)
- Read “Mental health matters: Supporting clients through life transitions and mental health challenges”
- Watch “How to feel more confident by ending negative self-talk“
The above contents are timely reminders to for good
agents to implement