There are many reasons why people engage a financial advisor.
After the advisor peels back the surface, it’s not unusual to discover a heightened emotional concern about an immediate or long-term financial goal. Exacerbated by money conflicts between spouses, a job loss, or dissonance between family members, adds emotional stress to the advisor/client relationship.
It’s no surprise that clients of financial advisors will procrastinate actions they deem important and financial plans invariably end up in the proverbial “to-do list.” Just ask an estate planning attorney, how often estate planning ends up in “perennial planning. ”Let’s face it. Money conversations can be stressful, and unpleasant.
No matter how well-intended the financial advisor is unless the client can communicate their financial self from a place of calm, the advisor/client relationship will not be as successful as it could be.
Hans Christian Anderson, a Danish author best remembered for his fairy tales like The Ugly Duckling said ``When words fail, music speaks.”
Music is universally loved because it reminds us of our inner harmony. And in the process of listening to the pauses in the music, our silence and peace are restored.
The breath is an entry point to creating more silence.
Try this. Inhale then pause for a moment before the exhale. What do you feel? Do you feel a moment of peace and calm?
It is from this place of inner harmony, that financial conversations ought to be made. When the mind is over-analyzing, paralysis results.
When financial conversations are heart-based, fear is diminished, and intentions are spontaneously implemented.
I’ve never met a person that didn’t want to talk about the matters in their life which were important to them.
Next time you speak to your financial advisor, take a few deep breaths before you begin. You’ll breathe easier.