“All I know is that this would add $600,000 to my Financial Zen Funds and drop my Financial Zen Year
from 13 to 8.”
Our Financial Zen Member continued.
“You and Chantal have trained me to be laser focused on achieving Financial Zen as quickly as possible. If
we do this deal, then I’ll take one giant step closer to it and that’s the driver behind my decision.”
This was part of a conversation I had this morning with one of our members who is at a crossroad with
business decision.
This is an example of how shifting our focus this year has impacted those we serve. And I’m getting more
and more examples by the day.
All financial planners everywhere are focused on the means, not the end (and we were one of them).
“Getting your financial house in order” is “the means” that our industry mistakes for “the end.”
But “the end” people want is financial freedom (aka financial zen). “Getting your financial house in order”
is just the means to that end.
And by refocusing us on the end, in turn it’s refocused our members on the end.
And that’s changed our conversations.
No longer are our conversations some version of “Can I afford it?” against a backdrop of an assumption
that you’ll have to work until 65ish.
Now the conversations are some version of “How fast can I get there?” (like the one this morning) against
a backdrop of an assumption that you can achieve financial zen way sooner than you ever thought
possible.
