The key to growing as an advisor

If you only work for money, you become selfish. Selfish advisors are not professionals. When you run after money, you are only running. Yes, making money is an objective. If, however, you run a solid business, build strong relationships and help people, you will achieve financial success that grows and lasts.

That’s what I want to do. I put myself in my client’s shoes so I can see their personal and financial situation from their perspective. I connect emotionally from the heart so that I can feel what they are experiencing — like it’s happening to me too. I’ve even cried with my clients. Then I look out for their best interests, and I strive to understand where they have gaps and where they need my help.

I help them buy what they need to get the results they want for themselves and what matters to them.

See more from her in the video “Find more clients: Position yourself as a solution provider not a salesperson.”

When you connect from the heart, you establish a whole new level of trust with your prospects and clients. This higher level of trust builds a better level of relationship that builds your business faster, higher and stronger. It’s a key part of my strategy to develop a business that I will be able to proudly pass on to the next generation.

Sim Gakhar, of Markham, Ontario, Canada, is a six-year MDRT member and a Top of the Table member. 

These Top of the Table members discuss in the following videos how they position themselves with clients, and it’s not about being a salesperson:

• “Transitioning from salesperson to trusted CFO”
• “Qualify for Top of the Table: Shift from order taker to financial advisor” [MDRT member exclusive]