Seek Advice – it’s OK
“‘People don’t care how much you know until they know how much you care.’
— Theodore Roosevelt
There’s a lot of people out there who know they need to do something about their money situation. Things aren’t where they want them to be. They feel stressed. They know they don’t have things sorted.
But they often also feel embarrassed about where they’re at. There’s shame, guilt, regret. A sense of failure. They argue, their relationship gets strained, their health suffers.
That makes it very hard to ask for advice (and easy to put off).
Lately I have had a lot of people who have actually left it a bit late to seek advice.
Things have all gone a bit wobbly financially after the tree move to the Southern Highlands. One recently should have contacted the advisers in Sydney and asked for help. This person didn’t and maybe an insurance claim could have been initiated to assist getting them through a tough time.
Another couple instead of going to the bank when financially it was getting wobbly, the mortgage broker in Sydney who organised the loan was the one who should have been contacted. The bank will not help organise anything if it is a mortgage broker originated loan. In fact the bank made a further mess of everything and these people got into more trouble.
The life insurance adviser and mortgage broker were receiving commissions so were actually being paid to help.
So what can you do to help?
By telling clients It’s okay
Tell people, ‘it’s okay‘.
It’s okay that things aren’t perfect.
It’s okay to be right where they’re at.
It’s okay if they made decisions in the past that didn’t turn out so well.
At The Wealth Farmer we care.
We just help by having a conversation. We welcome everyone to come in have a cup of coffee or tea and have a chat. A chat is free. It costs nothing.