By Antoinette Rodriguez, MBA
Even the most successful financial advisors suffer from self-doubt. This can happen during market turmoil, after losing key accounts, not closing a prospect you were certain you would get, loss of key employees or the biggie, personal life turmoil.
While there are certain times when you’re excused, such as the death of your parents or child’s illness, the reality is that clients expect you to be on the top of your game for them.
What can you do when you have self-doubt? Here are some pointers:
1. Focus on what you have succeeded in and are strong at. It’s easy, in the maelstrom of stressful life events, to forget that you have been successful at many things. List out your wins and review them regularly.
2. Call a person who believes in you. Depending on your personality, there can be nothing more effective than receiving free "therapy" from a trusted person who has been your go-to cheerleader throughout your life.
While there are certain times when you’re excused, such as the death of your parents or child’s illness, the reality is that clients expect you to be on the top of your game for them.
What can you do when you have self-doubt? Here are some pointers:
1. Focus on what you have succeeded in and are strong at. It’s easy, in the maelstrom of stressful life events, to forget that you have been successful at many things. List out your wins and review them regularly.
2. Call a person who believes in you. Depending on your personality, there can be nothing more effective than receiving free "therapy" from a trusted person who has been your go-to cheerleader throughout your life.
3. Review past testimonial emails and correspondence. When you’ve had a difficult time with a client, especially an error that is truly yours, it’s easy to forget what a great job you’ve done for clients in the past. Go through your positive correspondence, or better yet, keep a folder of the client referrals and testimonials you’ve received throughout the years. Review those sincere affirmations regularly to fill up your emotional bank account.
4. Take baby steps on a large project. If what is causing you self-doubt is a daunting project, break the tasks down into micro steps and take baby steps - preferably today!
5. Build a vision board. If you don’t already have a vision board of your hopes and dreams, this is a good time to create one. Review those visual symbols of your goals and dreams regularly.
Watch the video above to learn more...
3. Review past testimonial emails and correspondence. When you’ve had a difficult time with a client, especially an error that is truly yours, it’s easy to forget what a great job you’ve done for clients in the past. Go through your positive correspondence, or better yet, keep a folder of the client referrals and testimonials you’ve received throughout the years. Review those sincere affirmations regularly to fill up your emotional bank account.
4. Take baby steps on a large project. If what is causing you self-doubt is a daunting project, break the tasks down into micro steps and take baby steps - preferably today!
5. Build a vision board. If you don’t already have a vision board of your hopes and dreams, this is a good time to create one. Review those visual symbols of your goals and dreams regularly.
Watch the video above to learn more...
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