Uncertainty is all around us, never more so than today. Whether it concerns a global pandemic, the economy, or your finances, health, and relationships, much of what lies ahead in life remains uncertain. Yet as human beings, we crave security. We want to feel safe and have a sense of control over our lives and well-being. Fear and uncertainty can leave you feeling stressed, anxious, and powerless over the direction of your life. It can drain you emotionally and trap you in a downward spiral of endless “what-ifs” and worst-case scenarios about what tomorrow may bring.
“SELLING CERTAINTY IN AN UNCERTAIN WORLD” is a talk I have prepared to discuss
the top 3 certainty issues facing financial advisors today.
First is the issue of “are we certain of returns?” – the market has been very difficult in the last five years, some clients who bought from me five years ago are still nursing a significant amount of “floating losses”, while most agreed to stay put and stick to their financial plan.
here I would provide economic
update and insights as to where the market is now and its prospects going
forward.
Second is the issue of “are we certain we are protected?” – People in our profession is called
Insurance underwriters in the past, now we preferred to be known as financial
advisors or wealth managers. Are we losing sight of what we are really meant to
be to our clients; as their “chief risk manager?” Life Insurance is primarily a
risk mitigating product, while investment returns will always be desired, it
should not be offered as an investment solution.
Third and the most important issue of “are you certain to
succeed?” – Yes, the
market is admittedly very difficult right now, but should it be a factor in the
pursuit of our own dreams and aspirations? What are the things that may be
holding us back?
I am very excited to share with you these insights, see you all
on April 27 in our first post-pandemic face to face Special Interest Session
#acgadvice
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