Intentional Self Care for Financial Advisors


Self-care is a topic that many financial advisors are not familiar with and an area they may not address in their personal goals or self-growth. It is akin to work-life balance yet it goes much further in its application and implementation.

Today self-care is my focus because I’ve embarked upon a six-month journey to place my self-care first and be more intentional about the life I’m leading. As such, what I want for my readers and my clients is a better life.

All coaching includes life coaching and self-care

Since all coaching, whether business development coaching or leadership coaching, addresses the entire person, self-care is integral in the success of a client’s long-term goals.

What is self-care?

It is the care of your emotional, physical, and mental health that results in happiness in your personal life, passion in your business life, and overall good health. Its implementation means that you are focusing on the most important areas of your life such as having deep and satisfying relationships with your family and friends. Maintaining good sleep and nutritional habits along with an exercise routine that you enjoy.

Yet self-care is often ignored or thought of as self indulgent or weak-minded. I’m not sure how this wrong thinking came about. The United States has a work force that is one of the most dissatisfied in the world because we tend to place more importance on work than on our life satisfaction.

I can’t practice self-care because I’m too busy

As an independent coach, I work with all types of financial advisors, from those just starting out to those with $500M in AUM. One thing many (but not all) have in common is a mindset that successful advisors work long hours and are proud of being constantly busy and overworked. This is NOT success! If you’re too busy, you are not working intelligently or intentionally. If you’re working late every single evening, you are neglecting your family and your health. I address this during most coaching engagements first with where you are spending your time, and secondly how you are treating yourself. This is because when we respect ourselves and ensure that we are leading the life we were meant to lead, everything else falls into place. The stars line up and the universe rewards our efforts with clarity of direction and

Self-care is intentional

Many new clients express to me that they are running from one appointment or project to another without space or time to catch up with their commitments. We seem to all be over-the-top busy with too many activities on our schedules. And some of us like it this way. But I can tell you, one day it could catch up with you. That’s why being intentional about your self-care is so important. At the end of a big project, or after a big win, or most importantly in your daily life, it’s critical to reward yourself for a job well done. Treat yourself with good wine and gourmet food. Take the long weekend. Distress and think about your life. Have unplanned time where you can be you.

How self-care helps you grow professionally

If you were to walk into a financial advisor’s office for a first meeting, and when he/she walked out from behind their desk they presented as 50 pounds overweight, what would you think? Subconsciously you may think, “If they can’t take care of themselves, how can they do a good job taking care of my money?”

But when you take good care of yourself, people notice. You are slim. You are toned. You radiate good health. You glow. You love what you do. And you demonstrate that you are capable of doing a great job with your potential clients’ money.


I hope this post helps you think more clearly about how you are caring for yourself, your body, and your mind. I’ll be writing more about this topic from time to time.

Have a great weekend!


How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

client-eventsAre Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold events frequently lack the strategies and tactics to encourage the “bring a friend” strategy.

Is it OK to just have clients and not their friends at your events? Well, of course. But why miss a chance to meet new people who can be added to your Warm Marketing List? Your clients’ friends are already aware of who you are and what you do, so why not encourage new people to get to know you.

Today we will cover HOW you can focus on getting more attendees to your event. If you don’t currently hold Client Appreciation Events, learn more about the types of events you can hold here.

Holding an event means quite a bit of planning.

1.You’ll need to figure out what kind of event would work well for your promotional budget and your growth goals.

2.Find a place to hold the event.

3.Decide the date that will give you enough time to plan ahead and promote the event.

4.Decide food budget.

5.Decide entertainment.

6.Decide who to invite. Do you want to invite your entire client list or just a few key couples from your “A” list?


After planning the above, then it’s time to work on the tactics to get more attendance. There are two ways to get more attendees to your events: 1.Use professionally designed and printed invitations, and 2. Use phone scripts.


1.Client Appreciation Printed Invitation

With all the work and money going into planning the event, my advice is to use a printed invitation to get attention for the event. Think about all the weddings you’ve attended. A professionally designed invitation gives a certain cache to the event, but not only that, it allows you to add a call to action to bring a friend. In fact, the design should be boldly and visually focused on encouraging friends like this:

“Please bring a friend!”

“Bring your best friends!”

“Door prizes for bringing a friend”


A printed invitation is important because it makes the event more concrete and it gives a visual reminder of how much fun the event is going to be. While it’s important to have your invitation custom designed, here are a few visual ideas:

Example 1:

Example 2:

Example 3:


2.Phone Calls Scripts

There’s nothing more powerful than picking up the phone and talking to your desired attendees about bringing a friend to your event. If you use a printed invitation and a personal phone call, you may increase your guest attendance by 100%, in my experience.

Phone call #1

Extend the invitation strategically – the Financial Advisor is the best person for this job

When making this personal call to your client, it’s important that you stress the following:

A*Exclusivity – this event is for your close clients

B*It’s all fun – no business (if this is true of course)

C*Ask for what you want. Here are three ways to say it:

“I’m interested in meeting new influential people. Could you bring a friend?”

“This event is going to be all fun, no business, and we’ve found that our clients have a better time if they bring someone they enjoy spending time with. Who would you like to bring?”

“Which one of your friends would you have fun with and whom you would like me to meet?”

Accountability – add an element of accountability to your phone call by saying “We will be calling to confirm our guest list on DATE.”

Phone Call – Leaving a voice mail message

This is a message you can leave on your clients’ voicemail as part of your marketing plan for marketing your events.

“I’m calling to extend a personal invitation to our EVENT on DATE and TIME. We’ll have complimentary food and drinks. Our entertainment is X and I’m sure you’ll have a great time. Also, please bring a friend who you think will have a good time. We will be calling to confirm our guest list on DATE.”

Phone call #2

Follow up with your clients before confirming your guest list.

When calling your clients to remind them about your event, start with the expectation that they will bring someone. This works best when you know you will get your client on the phone and not their voicemail.

“We’d like to see you at our event and we have a little extra space. Is there someone you’d like to bring with you? Well, even if you can’t think of anyone right now, I’ll save a spot for your guest. Just let us know ahead of time who you’re bringing and I’ll update the guest list.”



Events can be fun for you and your clients if you plan ahead, use creativity in your ideas, and focus on getting your clients to bring a friend. Personal introductions are far more likely to turn into new business than other types of marketing strategies. Just think how your year will end if you plan on having fun and meeting new people!


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