The Playbook For When Life Changes—Stage 4: New Normal

Ideally, clients in new normal move forward with a set of transition skills and an increased resilience around change. They have acquired new knowledge about adaptation and their personal transition style has become more refined and purposeful as a result of what they’ve learned.

If You Remember Nothing Else, Remember That Financial Advice Isn’t Just About Problem Solving.

New Normal is the perfect illustration of the reality that your work is about more than problem-solving. Yes, your clients need your expertise to help them navigate the major changes in their lives, and those changes are riddled with problems everywhere on the scale from inconvenient to potentially disastrous. And yes, there is always plenty of solutions-providing to do at every twist and turn of the transition process.

But let’s not forget that when it comes to the human experience of change as well as the human experience in general, there is always room for improvement. There is always space for enhancement. There is always learning and expanding and exploring to be done.

I’ve heard advisors scoff at this notion. They defend their problem-solving prowess and focus with something like, “I do great work with my clients and they are all on track.” Kudos, of course. However, when you take that position, you are forfeiting the opportunity to discover:

• how much better your client’s experience could have been;

• what path they could have taken;

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