80 or 90% of women at some point in their lifetime will manage their own money in, in a meeting with a client.
It's really important that they are doing most of the talking. It's not me trying to showcase my expertise or talk over them.
It's important for me to ask the questions and really get to know what's important to them and what they're needing to achieve for their family.
I think there's been a huge emphasis in our industry on, um, solo advice and, you know, we're, I think our industry's changing similar to the healthcare field, where we're starting to see more of a team approach there as well, because really, um, one person can't know it or do it all. It really requires a team and people feel more supported with a team as well, and they then feel that, um, there's always someone there to help them when they need the help. Being part of a team means that we're able to work towards a unified vision and that vision for our team that we luckily all share is helping our clients achieve the life that they deserve.
Can help you with that? Yes. Okay. Let me just, uh, send an email to our technical support team. My name is Marcus Vander Rut,and I am happy to, um, take your call and sort out any account opening or transfer jargon we're, we can work through it together. Like what is, what does this subsection mean? I don't know either, but I will figure it out for you and we'll get there. Um, so just gimme a shout. Throw me an email, we'll get you sorted. We talk in our industry a lot about people's goals, but when you say that to someone, what's your goal? That often is meaningless. It's, um, what's important to you about money?
What, you know, if we were 10 years from now, what would you like to have achieved? Where, where do you wanna be?
What kind of a lifestyle do you want? If you're still, um, envisioning what retirement looks to you, what does that look like?
Does that involve volunteer work? Does that involve helping family? Does that involve travel? Does that involve sports? You know, what is gonna be important to you as you move forward into the next phase of your life?
