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Day in the life of a struggling Financial Planner...

Posted by FA Crusader on October 13, 2016 at 3:40 PM

Day in the life of a struggling financial planner:

While shaving this morning I look into the mirror and say these words, “Carpe diem, today is the day.”

Once I’m dressed in my business attire I walk into the kitchen, tell my kids and wife I love them and then my wife rushes eagerly out the door so the kids won’t be late for school.

As I drive my vehicle to my office I stop at the local gas station long enough to grab a breakfast bar and hot cup of coffee. Blair the gas station attendant being polite continues to ask about my morning. I reply, “Great, the sun is shining, I can’t complain about that.” I throw my leftover change in my pants pocket, hold the door open for a young lady, then continue to cross the parking lot. I quickly skim the lot for any possible locals that might want to chat with me about their finances. Of course in that moment I realize today is no different than any other day and it’s probably not the best area to be prospecting.

I slowly but surely drive the final 2 miles to my office. Once I arrive I quickly press the voicemail option on the handheld cordless phone. “No new messages!” the lady on the recording blares at me. Shaking my head, I mutter the words, “dang it.”

Finding my local newspaper, I open the page showing “local events” which will be held in the community. Using my highlighter, I circle the two job fairs which are slated for later in the week. Oh who am I fooling? I’ve been to about six job fairs this past month talking to hundreds and hundreds of possible prospects letting them know what services I can provide to them and out of over 200 interested people that came through the line or attended the event, 0 have called me. Actually, truth is, two called me trying to sell me something for my wife? But besides that out of the 120 individual voicemails I left in the past few weeks no one has called back interested.

I turn to my computer monitor next to me and realize that the reflective image is nothing more than a depressed, no good, useless husband, useless father that couldn’t gain a new client even if my life depended on it. I’m stale, my office has stale décor and my tactics are stale. Everything about me is outdated. At that very moment I remember a local financial advisor that I ran into unexpectedly yesterday at the golf course while I was prospecting. He had mentioned a Live Educational Event which is held every year. At the event successful entrepreneurs divulge their “once in a lifetime secrets of how they gain new clients everyday effortlessly.”


The above story was me over a year ago. I now live a life full of FREEDOM. FREEDOM of time, money, relationships and purpose.

HOW DID I MAKE A 180 turn in my life? Over a year ago I attended that LIVE Event.

I still remember that day like it was yesterday. I was in despair, my life was going downhill and I needed a wakeup call. It’s the best decision I ever made. The educational stuff works, consistently as witnessed by other advisors and entrepreneurs at the previous events.

Truth be told this is an investment, seems to be a trivial investment for a huge outcome...a no-brainer.

Turn over a new leaf and invest in yourself today. Claim your future!

Categories: Everyday Life (Hustle & Bustle)

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