One mistake I made early on was not believing in myself enough. My manager at the time once said, "If you saw yourself the same way everyone else sees you, your fear would totally go away." The reality is, even early in your career, when you have completed the CFP requirements, you already know more than most of the people out there and definitely way more than 90% of your clients. Don't see yourself short.
Another mistake I made was getting emotionally invested in the outcome of meetings with prospects. I'd feel very bad if someone said no or didn't want to work with me. I took it too personally. A woman in my company summed up the reality this way – "SW, SW, SW, SW, Next." That means: Some will, some won't, so what, someone's waiting. Next. Not everyone will be a good fit.
Related to that, the last thing is not all business is good business. I took on clients I didn't have a great rapport with at times because I wanted to build a client base quickly. The reality is if the client isn't a good fit – you don't share the same philosophy, they aren't coachable, you don't communicate with each other well – it will always be a battle and the exchanges with them will be an energy drain. Clients have to be a good fit for you too, not you just being a good fit for them.
Maria K Kell, CFP®
Wealth Management Advisor
1255 W 15th St, Ste 830
Plano, TX 75075
CA Lic#0G49729
www.mariakell.com
972-424-8833/Office
214-803-2846/Cell
972-424-4499/Fax
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities) and its subsidiaries. Maria Kell is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Registered Representative and may also be an Investment Adviser Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI, a subsidiary of NM and limited purpose federal savings bank that provides financial planning, investment management, and trust services. There may be instances when this agent represents companies in addition to NM or its subsidiaries.
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