Wednesday, August 14, 2024
What Do You Get When You Work With Me?
I bring something different than most financial advisors...
I was listening to my friend Matt Zeigler on a podcast while making dinner earlier this week, and I heard him say something that jumped out to me,
“What do you get when you work with me?”
I don’t remember the context of the conversation that led him to share the question, but I immediately opened my phone to jot down the question so I could return to it. This is a great question for everyone serving others to consider and answer; it’s especially valuable for me since what I’m building with Santiago is new and different, not what the majority of people would expect from someone who has been a financial advisor for twenty years.
So, what do you get when you work with me?
Guide
Advisor
Sounding board
Collaborator
Champion for your authentic life
Creativity
Vision
Energy (Optimism, Confidence, etc.)
Curator
Connector
Expertise (Over 20 years as a financial advisor)
Over the next few weeks, I’ll break down each of these to explain what I mean, why you might want this, and how these fit into the AlignedLife+ relationship.
What excites me about this list is that what you get by working with me is not the traditional list of characteristics for a financial advisor. I also know that most people will look at this list and not get excited about working with someone who brings what I bring to the relationship.
But…those who do will be an excellent fit for Santiago and AlignedLife+ and lead to exciting, impactful, productive, and transformational relationships.
I don’t want to be like most financial advisors. I want to be the advisor who fully leans into my unique gifts, talents, and authentic Self, and when I look at the list of what you get when you work with me, I see just that.
Stay tuned for the first post on “guide”…
Keep pursuing,
Justin