Tricks or Treats?

Mary L. Duwe, CPF, Master Coach

The key to success in the financial planning industry is the quality of your relationships with your clients. Those client relationships reflect the maturity level of your business and reflect the relationship you have with yourself.  You ask yourself … “Are my client relationships tricks or treats?”  “Is the relationship I have with myself a trick or a treat?”  The answers to those questions determine the quality of your business and the quality of your life.

We work in an environment that describes success as a high quality financial plan and a high production year. Our industry has placed little emphasis on becoming a high quality version of your authentic self to improve business success.

 My formula for success is to direct your authentic gifts and talents with clarity and purity of intention. Let passion be your guide. Combine your passions, knowledge, talents, skills and wisdom and align them with clear intentions and actions. The results have the power to turn tricks into treats. 

Below are the top ten coaching tips to becoming a high quality version of your authentic self. This is not a trick; it is absolutely a treat!

1. Know your passions
2. Know you are unique
3. Know that no one can replace you
4. Know that focus directs your talent
5. Know that initiative activates your potential
6. Know the way you do things is valuable
7. Know to improve your circumstances… change yourself
8. Know the way to get away from problems is to solve them
9. Know there is an immediate price for change with a long term reward
10. Know that improving relationships turn life’s tricks into treats!

For more information on coaching please call Mary L. Duwe, CFP, Master Coach at 715-693-8002.

Mary L. Duwe, a veteran advisor, Certified Financial Planner®, and Master Coach, brings a depth of experience and desire to help advisors improve their lives and practices. She has practiced as a successful financial planner since 1984 and is licensed in securities, life insurance, and real estate. Mary has a BS in Psychology and received her coach training from CoachU. She continued her training with the Graduate School of Coaching, Legacy Learning (Franklin Covey Coaching) and has completed the Emotional Competence Inventory Accreditation (EIC). As an experienced Emotional Intelligence Development Coach, Mary works with advisors to reorient their lives and their businesses for greater success, meaning, and fulfillment. Mary is the master coach for Mitch Anthony’s Institute of Financial Life Planning. She prepares financial advisors to deepen their client relationships and coaches the process of Financial Life Planning. According to Mary, “The right conversation will make all the difference.” Contact Mary at mary@maryduwe.com or mary@mitchanthony.com. Phone: 715-693-8002.

© 2007 Mary Duwe