I remember sitting in the teeny kitchen that belonged to one of my friends who lives in Colorado. Cooking is one of her passions. She is also an experienced investor, learning early when she received a few shares of stock as a child. I admire how she was investing before mutual funds gained popularity and made investing more common. Her investment experiences over the years gave her confidence in her ability to invest and handle finances. Still, she was struggling to see how to transfer that expertise and solicit investment clients. We were both in the financial services industry.
As I sat in her kitchen, she decided at the last-minute to make a frittata for breakfast. She is one-with-the- world when she cooks. It is just easy for her. We talked while she pulled the ingredients out of the fridge and casually walked outside to her small patio garden to cut some fresh herbs while not missing a word of our conversation. The result was a really delicious frittata. It was like a Food Network moment. She was calm, confident, creative, efficient, and making the frittata was something she just enjoyed!
I mentioned to her that I admired how she pulled all those ingredients together and it appeared so effortless. She looked at me and explained that she wanted to have that same feeling and experience when working with her clients. I could envision her calmly, confidently, skillfully, and joyfully interacting with her clients just as she had done when making that frittata.
I like that visualization. Is there something you do especially well? Maybe it is cooking, perhaps it is organizing an event, or something more technical like showing folks how to use a smart phone or tablet. Now compare how comfortable you feel about doing that one special thing compared to how you feel about navigating your financial life, especially investing. If the feeling about finances doesn’t match those for your special talent, you can change that!
My friend became a good cook and comfortable with making frittatas through preparation, passion, and practice. You can do the same with your understanding of finances and management of your financial life. Money is not all about numbers, it also about practice, experience, commitment (passion) and feelings.
Until next time.
Debra J. Hadsall