The Whole Person concept has been an important cornerstone of the Million Dollar Round Table for more than 45 years. Whole Persons are engaged in a lifetime quest to achieve balance and congruity in all aspects of life, including: family, health, education, career, service, financial and spiritual. At the 2008 MDRT Annual Meeting in Toronto, Millard J. Grauer, CLU, ChFC, gave a compelling presentation about the Whole Person concept, entitled, “Changing Your Life from Success to Significance.”
He expressed that in order to achieve the Whole Person concept, you must first transition your life from “success” to “significance.” As a financial advisor, there are many things you can provide your clients beyond the initial point of sale. It is important to consider how you can further improve the lives of your clients. The following questions should spark some ideas on how to do so:
- Do you provide a financial summary for clients after a sale?
- Do you recommend that clients write, update or review their will?
- Do you regularly keep in touch with your clients and prospects?
- Do you know if your clients have an interest in a particular charity?
- Do you help your clients set and achieve goals?
Your clients’ lives, like your own, are in a constant state of change. You can gain significance in your professional practice if you stay in touch and provide advice as circumstances change.
Changing your professional practice from “success” to “significance” is the first step to achieving the Whole Person concept.
Please share how you’re integrating the Whole Person concept into your own life.
