What Could Be More Powerful Than This!
Many attribute this saying to French writer and politician Victor Hugo:
“Nothing Is More Powerful Than an Idea Whose Time Has Come!”
It’s a breathtaking thought.
Because…
10 years ago…
there was a ‘Movement’ simmering within Financial Services.
A Movement that unsettled some practitioners.
A new idea.
10 years ago, it was considered ‘Cutting Edge’.
That was then.
This is now.
Because what’s happened is this…
‘Cutting Edge’ has now become ‘Main-Stream’!
On Tuesday 12th November the PFS Power Team started to distribute a new Guide.
“A Guide to Personal Financial Planning”
Just like trying to awaken Personal Financial Professionals to the reality of Artificial Intelligence…
This Guide is not saying “This Is Where We’re Heading in The Future”
It’s saying…
“This Is Where We Already Are. NOW! TODAY!”
Front and Centre of the Guide – Main-Stream – is this skillset – we call…
‘Life Planning’, or…
‘Behavioural Finance’, or…
‘Coaching’.
The fact is…
It doesn’t matter what you call it!
If you’re not embracing these skills…
Then you leave yourself, your team, your clients open to a force which could easily, and quickly, make you irrelevant!
“Wow! That’s a pretty aggressive suggestion!” I hear you say.
The truth is… it’s not ME that’s saying it.
That’s what Practitioners are saying.
Practitioners we’re interviewing and coaching.
Practitioners who have taken the time to do their homework.
Practitioners who have invested in embracing:
- Artificial Intelligence (when applied to Financial Planning)
- Coaching (as an essential element of Financial Planning)
Practitioners who are saying this:
“Artificial Intelligence is already capable of fulfilling most of the tasks Financial Advisers, Financial Planners and Paraplanners currently fulfil.
This is not Futurism gone wild.
This is Reality. TODAY.
AI can do this more quickly. More easily. More efficiently. Often more accurately.
If we don’t enhance and develop our Uniquely Human Skills…
Then we will (very soon) find ourselves pitting our wits against algorithms which already outsmart us.
One of those Uniquely Human Skills has to be…
the development of deep, meaningful human relationships with our clients. With our team.”
There’s no question that COACHING enhances those Uniquely Human Skills”
That’s what THEY are saying to us at Soul Millionaire.
My question to YOU is this…
“Have You Studied This Latest PFS Guide?”
My other question to you is this…
“What Are Your Thoughts on These (seemingly separate) Subjects of Coaching… And AI?”
