In the world of wealth management, when you meet an adviser, you will have certain expectations. How they dress, talk, look, smell…what language they use. In fact, they will present to you what you feel is important to you. In other words, you often get what you want to hear.
What if they spoke to you in a language you did not understand, their dress was unkept and scruffy, or they had unpleasant body odour…these are signals you don’t want to see or hear. And most of all, you’ll not trust or believe what they say.
If you can allow yourself to challenge what you expect, it is more likely to widen your thinking, to see new perspectives and ultimately, improve your chances of good decisions. Challenging your thinking can be uncomfortable, but get used to being uncomfortable. It’s where all the magic happens.