Practicing Mindfulness for More Authentic Client Connections

You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships. 

In this episode of the Top Advisor Marketing Podcast, Saundra Davis – a certified mindfulness teacher, master certified coach, financial behavior specialist, and Executive Director of Sage Financial Solutions – joins host Matt Halloran to discuss the importance of mindfulness and self-awareness for financial advisors. They discuss how these practices not only enhance overall service delivery but also directly contribute to substantial growth, client retention, and increased referrals in the advisory realm.

Matt & Saundra discuss:

  • Why mindfulness should be a part of your daily practice
  • How your “inner game” impacts your outer game 
  • Why developing the skills of self-reflection and self-awareness ultimately make you a better advisor able to accurately assess and advise your clients
  • How to start from a strengths-based perspective, instead of focusing on your weaknesses
  • Why taking responsibility that is not yours to take is hurting you, and what to do instead
  • The two most revealing questions you should ask yourself on a regular basis
  • The importance of identifying your ‘why’
  • And more

The first thing is we cannot truly and authentically do something with our clients that we have not done for ourselves. We do not have to be therapists – nor do we have to play one on TV – to use therapeutic approaches with our clients.” ~ Saundra Davis 

Related: How To Break Free From the Start-and-Stop Marketing Cycle