You assume that your clients will prioritize their family over their work. Elizabeth Dipp Metzger, MSFS, CFP, says it’s a good thing if your clients expect that you will do the same.
“People appreciate people who have real, strong relationships,” said the seven-year MDRT member from El Paso, Texas. “If you’re seeking an advisor who values relationships, that person will have strong relationships with the people around them too.”
For Metzger, that means if she has an important family event that conflicts with a potential work opportunity, family takes precedence. So if one of her kids has a concert Thursday night and a client asks to meet then, she’ll simply say she is unavailable that night. “If there’s an emergency, I’m happy to get on the phone with the client and work with them,” she said. “We will always do whatever we can, whether it’s coming in early or working late. But if it’s something my family needs, then I tell the client I’m unavailable.”
And in case you think that would change for more unique experiences, think again. Recently Metzger had a work event in Kentucky that might have kept her there for the Kentucky Derby, one of horse racing’s biggest competitions. But she wasn’t there — she went home for her daughter’s volleyball tournament.
“There’s just no question,” she said. “When one of my kids has something that’s important to them, my staff knows we have to change schedules because that comes above what happens at work. We’re trying to help clients be able to spend time with those they love, so why wouldn’t we live that same life?”
For more Whole Person ideas
- “Well mind and body” (pdf)
- “Don’t allow negativity” (video)
- “Whole Person balance quiz” (pdf)
Written by Matt Pais, MDRT Content Specialist
Balance living of carrier, relationship,spiritual,healthy,Education,Social,Financialy sound life
It’s very inspiring