I teach that which I most wish I had been taught

After 34 years in financial services, I asked myself what had I learned and did I have anything meaningful to share?

At the outset of my career, I was taught how to “sell”.

What I learned over time was how much easier it is to “serve”.

What I have to share starts with “A Simple Truth”

It’s not about “ME”

Like an iceberg - there is so much more below the surface

The dilemma today…

So many people today are uncomfortable having conversations with clients and potential clients for many, many reasons. The two most common reasons I have found - for some it’s just not natural, for others they don’t want to appear pushy or “salesy”.

Whatever the reason for the discomfort, there is no need for it.

How can I say that?

Because they are quite understandably making it all about themselves.

However, It’s not about “ME”.

How would I describe what I do?

In my work, I spend time helping people have clearer, more natural conversations with clients and potential clients.

Why do I do it?

I do this for the joy I feel when I see the light go on in another human being, as I know the inspiration that will follow for them.