Next Steps
Here are a few thoughts on how to put some of Rohit’s trends in action to enhance your “premium tier” of human service:
1. Write down three “proactively honest” things you could share with a client or prospect that will surprise him or her and increase your trustworthiness. Remember, these don’t have to be super touchy-feely. For example, you might mention a strategy you tried with another client that didn’t work so well, and how you’ve learned and adjusted.
2. Write down three questions you can ask a client or prospect that will help you learn more about their “retro” experiences with money, good and bad. This podcast with my business partner and Life-Centered Planning pioneer Mitch Anthony has good suggestions about how to improve your questions and gather more valuable stories.
3. Another one of Rohit’s recommendations to all business leaders is to engage your curiosity. If you need a bit of a kickstart, take a look at this list of “Non-Obvious Books Award Winners” that Rohit shared. These are the best books that Rohit Bhargava and his team read in the past year as they were looking for the next wave of trends and innovations. Pick a book that’s maybe a little outside your wheelhouse. It might spark an idea for your business that you wouldn’t have come up with otherwise.
Steve Sanduski, CFP, is the founder of Belay Advisor, the CEO of ROL Advisor, a discovery process technology system, a New York Times bestselling author, host of the Between Now and Success podcast, and a financial advisor business coach.