Have the freedom to be yourself

People, including financial advisers, are happier when they have the freedom to express themselves. Having the freedom to be yourself is having the freedom to express your ideas and opinions through speech, writing, and other forms of communication, but within the boundaries that would ordinarily cause harm.

Free your time
Having the freedom to be yourself is also about having the freedom of time as well as expression. To provide the time needed to focus on providing the right solutions for your clients, which are:

  • That you offer impartial advice that is truly independent, unbiased and unrestricted
  • That your advice is well documented, simple to understand and unique to them
  • That you have their best interest at heart, at all times
  • That you will help them and work with them to achieve their goals
  • That you can provide quick online investment valuations and information
  • That you are available when they need you most, for more advice and financial reassurance

To enable the above, you need to embrace new technology, which will give you time to build the right client relationships, where together you can focus on goals.

It is important that you have the freedom to be yourself, to control your own time, your own space, your own dress code (within the boundary of expectations) and educate your clients in the way you work – your client relationship should be a working partnership. Rather than having a client/adviser relationship in the traditional way, you should consider your relationship with your clients as a collaboration with the aim of achieving their personal financial ambitions. Their financial goals and targets should be a joint responsibility.

Today, technology means you no longer need an office base and can work from home. Broadband provides such freedoms. You can meet your clients in their home, in cafes, restaurants, hotel reception areas, motorway services and even at the golf course. Fewer advisers use an established office.

Client details can be easily recorded on tablets or on mobiles. Advisers can quickly record the meeting while fresh in the memory. Wi-Fi and mobile communication technologies have created a modern, flexible working environment. This is a benefit to financial advisers who chose to embrace it. There is no longer need to return to the office following a meeting to upload collected data. More time can be spent with clients allowing the discussion to flow more freely and focus on outcomes as well as the data details.

Technology is freedom, so I am amazed at how few financial advisers embrace it to help their business. Instead of engaging with the technology of freedom, they have instead become embroiled in the technology of complication. If technology is cheap it will be inadequate technology, familiar technology is outdated technology, and complex technology is unlikely to be simple! What is needed, is technology that matches your business structure and strategy and is simple, effective and unique.

Once you join Truly you will be provided with a range of systems to offer support and guidance to aid you in your work. To learn more on how you could benefit from joining us book a discovery session by clicking here.