Triggering an "Aha" Experience

Have you ever been asked a question and then said "aha"? I now get it. Wow, that question has really crystallized some thoughts for me. If you are an advisor, can you recall asking your client that powerful question which gave them an "aha" experience?

Just imagine how liberating that would be if you asked such a potentially life changing question of someone you are interacting with. By asking the question, the trust in you really accelerates and interestingly for the person also, trust in themselves. Their decision-making confidence really increases. This is priceless in any way you want to measure it.

I have to admit some of my close friends, mentors and business associates have asked me these types of questions. Frankly, such "aha" triggering questions are a major reason for why I am doing what I do today.

As I mentor more and more people around the world I am seeing many transformational life experiences take place. This past week in Holland I was doing a wealth mentor training for a group of Dutch advisors. In showing them how to use the Financial DNA profiles more effectively, I facilitated them by asking a few powerful questions based on who they were. It was amazing to see the responses and the focus that came into our discussions. The session actually became gripping because for some of them an issue they had been grappling with was suddenly unravelled and a new perspective found. Further, the participants could watch their colleagues experience it.

One of the keys here in being the person asking the powerful questions, was that I could use the Financial DNA profiles to focus on the participants' main behavioral strengths and struggles and then have much greater confidence to ask the key question. My intuition was leveraged very quickly in a very pinpointed way. What happens is that with surprising ease a person can feel totally understood by you connecting to one of their life or financial issues, even though there had been little or no prior discussion.

Consider how you can help more people very quickly through asking powerful questions that trigger an "aha" experience for them. Also, why don't you think about the questions you should be asking of yourself as you set goals and navigate life?

Raising Your Consciousness

I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then some clients (i.e. investors) may say "but I already know myself" or "over time I have seen these behaviors come out".

However, whether you are an advisor or client, this begs the questions ... "How conscious are you of the people you have relationships with? Are you really noticing when there is connection or when expectations are not being met?"

I often ask advisors, "Are you sleep walking through the advisory process?", meaning you may know your process well, you have all the steps and procedures and you have learned to follow your intuition with clients. However, are you really picking up all there is to know about the client? Even if your intuition is powerful it is unlikely you are getting the whole picture, and if there is a couple certainly not from both of them. You will not know when the client is role playing or simply does not know what to say or cannot articulate it.

Using a profile up-front with your new clients will really raise your consciousness of who the client is, how to adapt your communication and what their true life and financial motivations are likely to be. Otherwise, the natural tendency is for us to see and relate through our own lens. This may be okay when the client is similar to us but not when they are different. Further, invariably when you deal with a couple, family or group of some kind there will be many differences to navigate.

The same question can also be asked of clients "Are you sleep walking through life?" This really gets down to awareness of your own strengths and struggles. Do you really know what is motivating you? And how aware are you really of what motivates a person you have a relationship with? Yes, you may see a certain pattern of behavior, whether it be a spender or a hoarder or organized or over-planned. Again, the profiles help bring a lot of clarity in these areas without judgement and importantly without emotion. The profiles will be liberating because they lay out who you are. They give you a framework and guide stick to approach the situation or start communicating with the person on their terms. Some of this you may have known subconsciously but were not fully aware of or did not have the confidence to act on it. There is now a platform which is defined for building the quality of your life.