What You Need to Know
- Having lunch away from your desk can re-energize you for the afternoon.
- You want the other regulars in your lunch spot to be potential clients.
- If you eat with co-workers, get to know different successful people. Don't become part of a clique.
As the pandemic lockdown eases, advisors and agents are starting to return to the office. The workday routine might never be the same, but many people will be spending time behind their desk and eating lunch during the workday. But where do you eat lunch? With whom?
Why You Shouldn’t Eat at Your Desk
It’s tempting to stay in the office. If you pack your lunch, it’s cheaper than eating out. If you stay at your desk, you are available for clients in case they call. It might sound counterintuitive, but this is a bad idea.
Working as a financial advisor is tough. You are on the leading edge of history, as world events unfold on your terminal’s screen. When the market plunges or sours on the news, it can be like eating your sandwich on a roller coaster. Not a good idea. You need to clear your head and get some fresh air. Having lunch away from your desk can re-energize you for the afternoon.
Try This Instead
When I was writing my book, “Captivating the Wealthy Investor,” a bank president shared this story: When he started at the bank as a loan officer, he picked a coffee shop and a luncheonette. He ate breakfast at the first and lunch at the second. He continued this routine throughout his career, unless a meeting required him to be elsewhere.
He was very specific. Each place needed to have a counter with seating. Places like Starbucks don’t meet this model. He would sit at the counter, talking with the people seated around him.