Advisors Are People Too!

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Readers,

I sincerely appreciate everyone who takes the time to read this column, and especially those well-regarded industry experts who will sometimes re-post and reference this work. It matters greatly to me to share ideas and hopefully make a difference.

Recently one expert asked whether the letters I receive are authentic or perhaps I make them up. I’d like to use this column to address this and ask financial professionals to consider things we often don’t talk about in this industry.

1. Nothing appears in this column that isn’t posed to me as a question. They aren’t all written as “Dear Bev.” More commonly, they are asked during coaching sessions, in conversations with advisors, in phone calls from an advisor trying to work something through, or in the many, many learning opportunities, facilitations and small group discussions I and my team members have on a weekly basis. If one financial professional asks it, chances are good others have the same dilemma or question and the experience often makes it into my column. There are times I’m asked questions on the same theme many times in a given week and I compile it into one question so that readers don’t become bored. Rest assured, everything that appears is authentic.

2. In one situation, someone reposted the link to my column and called the advisor “cartoonish” because the questions posed seemed inauthentic. To relate this to the work advisors do every day, consider the sometimes random, silly or otherwise misplaced questions and comments your high-net-worth clients might pose to you. You might judge them as random or silly and believe they are not reasonable, but you have to work through them because the client is paying you. This is because human nature is, at times, unpredictable and hard to understand. Why are advisors any different? Aren’t they people too?