Having Clarity of Purpose
Best Practice Advice & Sales & Marketing for Professional Services

Having Clarity of Purpose

June 1, 2013

by Tony Vidler

One of the most interesting things that happened this week was listening to a successful adviser describe his confusion over his purpose.

Lost in the detail of juggling compliance requirements, technical learning and delivery of reports to clients, he was feeling overwhelmed and wondering what his purpose was.

The work that he had started out doing because of his deep desire to work with and help other people to lead better lives had got lost in the minutiae of doing business the way other people wanted it done.

How we do what we do as financial advisers is often dictated to us…but we should never lose sight of why we do what we do.  Different advisers will have different reasons of course, but the best advisers I have worked with have achieved great clarity of purpose.  They are clear in their own minds about the primary reason for doing what they do.  It is this:

success as a financial adviser

Successful financial advisers know that their primary role is to positively influence other people to create better lives.

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Comments (1)

  • I like it. After getting into a business, it is easy to get lost in all the possibilities and lose sight of why you started in the first place. Maybe writing your purpose of doing business down and putting it where you see it every day will help you to be focused on the important things.

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