Simon Reilly, financial advisor coach, speaker and writer, said Tuesday in an educational workshop that most advisors do not have a written vision and business plan in place to guide them to their goals.
“We need to learn how to understand ourselves deeply from the inside out,” he said.
Reilly pinpointed unmet needs as the source of limiting beliefs and emotions. According to him, unmet needs feed negative beliefs, which lead to negative emotions. This cycle does fails to product results.
“You attract what is going on inside of you,” Reilly said.
Conversely, he said, a set of identified values feed positive beliefs, which lead to positive feelings and outcomes.
Reilly writes a daily blog at www.leadingadvisor.com/blog. He can be reached at 250-248-6012.