How to Give Your Clients Peace of Mind

Photo by Daniele Levis Pelusi on Unsplash

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Every advisor will agree with the goal of giving their clients peace of mind. But there’s mounting evidence few actually do.

Why is that?

The goal

It’s easy to understand why the gift of peace of mind is so valued, but what does it mean?

Peace of mind has been described as “inner calm” or “an internal state of tranquility.”

When you have peace of mind, you feel good about yourself. You’re not overwhelmed by day-to-day concerns. You’re well prepared for whatever life throws at you.

If you contribute to your clients’ peace of mind, they will have very positive feelings about you.

Contrary evidence

According to a survey by AARP, 45% of U.S. adults aged 40-59 would prefer to visit a dentist than make an appointment with a financial advisor.

That’s a chilling observation.