Why It Matters:
Sharing powerful financial and lifestyle suggestions with clients can build trust.
Share the habits of millionaires so clients can model their success.
Clients’ routines not only affect their wealth, but also their health.
It goes without saying that most of your clients would love to become a millionaire. After all, they did hire you for potent financial know-how. You’re already giving them trustworthy guidance when it comes to building their portfolio. Now, help clients benefit even more by sharing our Wealth + Health Community post, Want to be a Millionaire? Think like one.
There, clients will find suggestions on how to model a millionaire mindset, as well as helpful resources on building healthy physical and financial habits.
By sharing Want to be a Millionaire? Think like one, not only will clients consider adopting lifestyle patterns that offer big financial gains, but they’ll also learn how successful habits affect health, relationships, attitudes, and characteristics beyond wealth.
For example, did you know that most millionaires ensure an average of 7.5 hours of sleep a night? Or that they seek out and utilize a mentor?
As a financial professional, prepare yourself as well. A few of these habits directly influence investments, savings, and income. By demonstrating a deeper level of commitment and guidance to your clients, there’s a good chance they’ll see you as more than a financial professional.
Things to Consider:
Share Want to be a Millionaire? Think like one, so clients can start turning the millionaire mindset gears.
Encourage clients to consider adopting new habits that could benefit their wealth and health.
Remind clients you’re there to help them explore new ways to invest.