FINANCIAL PLANNERS – Most clients would love you to add more money to their lives.

‘Make money’, ‘Save money’, or ‘Pay less tax’ are all sexy messages to hear. 

Yet they don’t really add much value.

We may think they do.

But they don’t really.️

Of all the problems that a client brings you, more money is rarely needed as a solution.

In fact, adding more money can make it harder!

What truly adds value is organising the money into a structured plan and then figuring out how to use it to achieve the human outcome.

In the video, I take you on a tour of my workshop to show how adding more tools isn’t the key to great woodworking.

What really matters is having an organised space, with tools neatly laid out, so we can focus on creating the piece we’re working on, rather than searching for the right tools!

The goal is a beautiful, finished piece of furniture, not a bigger pile of tools.

So, if your client thinks the answer is simply more money, and you start talking about money, you’re just making the problem worse. 

To truly be part of the solution, we need to shift their focus to the human outcome they’re trying to achieve and resist the instinct to believe that more money is the answer. 

As Financial Planners, we also need to resist our own instinct to dive straight into the technical financial details and product talk.

Because, ultimately, that’s a false economy.

Any woodworker will tell you, spending an hour organising your workspace and tools before you start, saves you hours of searching for what you need during the project.

Similarly, by clearing away the mental clutter of ‘technical money stuff,’ we create the space for great Financial Planning, focused on what truly matters to the client.