Matthew's Mind

Your wings already exist. All you have to do is fly.

One of the most brilliant financial advisers in the country tells me all the time:

“A confused mind says no.”

He possesses more financial competence than nearly anyone I know. His prospects know that too; that’s why they’re sitting with him. But in guiding their financial lives, what if he drew something like this:

financial equation

Could he? Sure.
Should he? No.

Instead he puts a prospective client’s entire financial plan onto three pieces of paper. And he walks them through those three pages, asking the individual to make one decision at a time. After they make one decision at a time, 8 or 10 times, a relationship is formed. Everyone understands what is happening and is thrilled!

It’s almost too simple. Funny how it works that way.


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