Do Your Advisors Have the Right Mindset?

in #promote6 years ago

A client told me over the phone yesterday that the reason he hired me is because of my mindset and the mindset of my clients. He could tell that we are 10X thinkers and that would transfer over to him if he associated more and more with us. Why is this important? Well, it is my job to help you build wealth so that you can eliminate shortages in your life and live the life you’re ultimately capable of. Imagine hiring me to do that when I still had shortages and scarcity in my mown life and I was not pursuing my potential. It would be near impossible! However, 99% of people today are taking financial advice from small thinkers who have settled for a mediocre existence. It’s no wonder why the financial statistics in America today are so dismal. I want to show you what the mindset of someone you take financial advice should look like so that you can begin to align yourself with the right people and build serious wealth.

  1. What are their goals? Let’s say you’re interviewing a financial advisor. What are their goals. Yes, they’re going to ask about yours, but what are theirs? You need to ask that question. If their goals aren’t bigger than yours, you may want to reconsider working with them. Why? Because they’re going to slow you down, try to make you “reasonable”, and hold you back. You want to hire someone who is going to push you faster, be unreasonable when you want to quit or slow down, and move you forward at all times. Imagine taking a Lambo to the dirt lot mechanic shop. They wouldn’t know the first thing about how to work on the vehicle because it is beyond their reality. You need to take it to a specialty shop with someone who is constantly in and working on Lambo’s. If you have big dream, you’re at risk by going to a traditional financial advisor. It’s like going to the dirt lot shop down the road.

  2. Advice vs. Coaching. Believe it or not, you do not want to work with someone who gives advice. Advice means “opinion”. Opinions are subjective, which means there is no right opinion. The opinion of this person will be subjective and based on the way they view life. Therefore, receiving an opinion from a financial advisor is merely a form of having someone else enforce their realty on you. It doesn’t mean they’re right, even if they have a bunch of fancy letters behind their name. You need someone who coaches. A coach finds out where YOU want to go and then helps you get there. This is very different and an opinion. By taking financial advice, you are putting yourself at the risk of someone else’s reality.

  3. Do they live a wealthy life? Look at their life? Do they dress professionally? Are they in good physical condition (no I would not take financial advice from someone who is in poor physical condition)? Do they have substance addictions? Do they use drugs? Are they mentally stable? Do they have great relationships? Do they have a belief that life is bigger than just working, retiring, and then dying? Are they winning financially? If these areas aren’t a “yes” you should not work with this person. Why? Because they aren’t aligned. These are called outpoints and it means that this person isn’t ideal for what you’re trying to accomplish. By taking financial advice from this person, you are putting yourself at risk of becoming like them. If you don’t want to be like them, don’t work with them.

  4. Do they promote? This is important. Do they feel good enough about what they do to aggressively promote it? If not, it means they are uncertain. You should not be taking financial advice from someone who isn’t even certain about what they do. Promotion without consideration is a physical representation of a person who believes in what they do and it shows they have full certainty. And I’m not talking about posting pictures of their dogs and kids on Facebook, I am talking about pushing out a professional message that explains one’s services and why others should work with that person. By taking financial advice from a person who doesn’t aggressively promote their message, you risk getting into a partnership with someone who is going to wreck. Uncertain people cause accidents and mishaps and this will be the case if you are working with a financial advisor who doesn’t promote themselves.

My client could identify from my promotions that I am a big thinker with big goals, that I can get him where he wants to be, that I live a wealthy life, and that I am not afraid to promote the help I provide to my clients everyday. I’ve just checked off all 4 requirements for me to be your Wealth Creation Coach. Now I’d like to ask you to be a client. Click here and you’ll be directed to my website. From there, fill out the contact request form and submit it to my team and I. We will contact you the same day and set up a free consultation to see how we can help you solve your problem and own your potential.

Own Your Potential,

Jerry Fetta

Grant Cardone Certified Coach

Jerry Fetta helps his clients build wealth so that they can eradicate poverty in their own lives and own their potential.

He believes scarcity and abundance cannot co-exist and that the way to end poverty is to help you build wealth.

You were not created to spend 40+ hours per week serving the 40-year-to-life sentence trading your precious time for money just to live in mediocrity.

However, the truth is that time and money must be exchanged. It just doesn’t need to be you making the exchange.

Jerry helps his clients create wealth that exchanges time and money on their behalf. The only way to do this is to make more money, keep it, and then multiply it.

His clients see a 30% increase in income, a guaranteed increase in savings rate, and 8-12% fixed annual returns on their assets in the 1st 90 days of working with him.

To get started, go to www.WealthDynamX.com/potential

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