Wednesday, June 25, 2008

The shame file

In speaking to a number of financial planning clients lately I have found that one of their biggests issues on entering into an advice relationship is laying out their financial and related situation for us to assess and make recommendations on.

What we find is that most people seek advice when they are in some sort of bind, rarely just because they want to do better and achieve more. Therefore, this generally means that they are "owning up" to their situation there are pride and related pshychological issues to be dealt with.

I implore potential advice seekers to not be ashamed or afraid of being honest and saying "we want to do better". Whether in business, at work or personally our egos can often hinder us reaching our true potential in life. We can always learn something new to assist us in doing better.

The only dumb question is the one not asked.

Seize the day, achieve more out of life.

Regards

Damian Ebzery B,Bus M.Bus (Prof Acc) AFPA ASA

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