Do you have friends who procrastinate? Of course you do. Why can’t they see anything through to completion? Because they don’t focus on the project at hand. They are easily distracted. Why do your children have messy bedrooms? Because they don’t clean them up unless you hold their feet to the fire.
People prefer doing what’s easiest instead of proactively addressing problems. Inertia is powerful. That’s where advisors can shine.
One of the greatest benefits advisors bring to the client relationship is their proactive stance towards overcoming inertia. In the gallery above are a few examples.
If many people were left on their own, they would live from paycheck to paycheck, spending everything on themselves and going into debt. As a good advisor, you help them fight inertia and make progress toward goals. They might procrastinate, but you get them financially on track.
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