February 2022 Issue: Help Clients Through Thought Leadership-Help Clients Through Thought Leadership by Sue Stevens

Help Clients Through Thought Leadership by Sue Stevens

Pdf Summary

In the article "Help clients through thought leadership" by Sue Stevens, the importance of creating thought leadership in the financial planning profession is discussed. Thought leadership involves pondering the pressing questions clients face and offering actionable advice. It is about listening to clients and responding with ideas that can help them move forward.<br /><br />To become a thought leader, it is essential to put yourself out there and share experiences. As leaders of firms, it is important to encourage team members to listen to the questions clients are asking and showcase best practices when facing difficult challenges.<br /><br />Thought leadership is not about showing off how much you know, but rather about addressing the issues that are relevant to clients' lives. It is about providing fresh perspectives and inspiration, bringing meaning to money-driven issues.<br /><br />The article suggests conducting research and asking clients about their hopes, dreams, and fears to gain insight and offer valuable advice. By addressing personal goals and motivations, such as supporting family members or promoting social justice, thought leadership can inspire and motivate clients.<br /><br />Technical topics can be made engaging and relatable by speaking to clients' self-interest. Pointing out common pitfalls or mistakes can catch clients' attention and provide valuable guidance.<br /><br />Ultimately, great thought leadership is not just about knowledge, but about caring and effectively communicating that care to clients. Mastering the technical aspects of financial planning while making it relatable to clients is key to becoming a successful thought leader.

Keywords

thought leadership

financial planning

clients

actionable advice

listening

ideas

team members

best practices

relevant issues

fresh perspectives