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Why traditions are not always in your client’s best interest [VIDEO]

Here’s a short video (under 2 minutes) to help your business grow.  

If you prefer to read it, keep going.  

Today’s video is around questioning the things you’ve do to make sure they are what your client’s value, and not just being done because it’s always been that way.  


Do you have family traditions or things that you do because you’ve always done them, not always knowing exactly why?  

Well, a lot of people do, and it’s coming up towards Christmas, so it certainly made me think about tradition.  

And here in Australia we have a very hot, potentially.. sometimes it can be very cold, Christmas day, and often, we still sit down to a big, hot roast lunch.  

So I’ve kind of thrown a bit of a spanner in my family works this year and suggested… if it is a lovely, warm, hot day, why don’t we have a barbecue?  

Oh my goodness!  

Hasn’t gone down very well with my family.  

Not sure about you, but mine are very traditional when it comes to what we eat on Christmas day. 

What it’s made me do, though, is reflect on what do we do in business that we do it because it’s just always been done that way? 

And maybe it’s time to start questioning… do we still do it that way because we know exactly why, there’s a good reason for it, or could we do it differently?  

Maybe it’s the way that you engage with your clients.  

Maybe it’s the gift that you send them for Christmas.  

I know, personally, I’ve got a lot of my clients that every year send the same gift to their clients for Christmas, and that’s great if their clients value it.  

If they don’t, maybe it could be time for a change?  

So, I’m all for tradition if tradition makes sense. 

But if it’s a chance to do something differently that’s going to be more valuable to your clients, or more valuable to the experience, or even just save you a couple of bucks, because it makes sense, maybe it’s time to think about it.  

Whatever you do with that, Make It Count.

Want to know more ways to help build and grow a successful financial advice business? Check out this complimentary eBook. 


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