“There’s more to life than making money” is an accepted truism. I didn’t always see life that way, though. Throughout my career as a financial advisor, I focused on making money for my clients and for myself. This is what I thought success meant to them. This is what I thought success meant to me.
Oddly, the more money my clients had, the less they wanted to talk about investing. It seemed my wealthiest clients were more interested in the success of their families, their communities, or their philanthropic pursuits. Of course, I was most interested in talking to them about how they would succeed by investing in my latest and greatest ideas. Why was making money so “unimportant” to them?
What was important? What did success mean to them? And what was it that kept them awake at night? This is what I wanted to understand. I wanted to help my clients and their families pursue what really mattered to them.
I was also waking up to something else. The people I wanted to talk to weren’t all that interested in investing in the stock market in the first place. They were busy attending to their family enterprises. This is what they were invested in. This was their livelihood; it defined them. This was something they did want to talk about. (Learn how Clariata is designed to drive these kinds of conversations here.)
I knew what I wanted and I knew I didn’t have the right tools to make it happen. What made me a successful advisor and wealth manager would not make me a successful wealth activator.
I was stuck.
I needed new tools, new methods – a whole new approach.
So I did what anyone would do. I left my job as a financial advisor, enrolled in Notre Dame’s MBA program, and opened the doors of Coppertree – an invitation and referral-based advisory firm focused solely on legacy development. My mission – to discover what had to happen to create a legacy that would be Seven Generations Strong™. (can link this to the Seven Generations strong content)
Coppertree was my learning lab. I tried and tested most every theory and method published across various disciplines like psychology, family dynamics, (more details here). I partnered with experts and engaged with families struggling with conflict, families running like a well-oiled machine, and families in between.
That was 2005.
In the time since, my approach has grown to be the most widely used legacy development and planning methodology in the country. It’s been used by more HNW and UHNW individuals and families than any other methodology around.
Clariata takes this one step further by leveraging technology to truly open up the system to all advisors and wealth managers.
There’s an old African proverb, “If you want to go fast, go alone. If you want to go far, go together.”
The time has come for me to connect with others so we can all go farther.
Now, through Clariata, you can easily leverage my decades of experience and wisdom to build deeper relationships that generate life-changing results. You can help your clients live more fulfilled and exciting lives by helping them connect their resources to the results they want to achieve.
Want to know more about how Clariata can help you move beyond money talk with your clients?
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