What I learnt from my dentist

Posted by siteadmin on Wednesday 3rd April 2024.

We all experience stresses from time to time. Where during a recent client meeting, I broke a tooth. Fortunately, my dentist was able to fit me in swiftly.
I’ve had a phobia about going to the dentist since I was young. But my current surgery are as professional as I would expect, and always make me feel at ease.
Whilst waiting for the anaesthetic to take effect (where I had three injections), my dentist was keeping me in conversation. About topics we both love, to ease my anxiety. Prior to the endurance of the next hour and a quarter, to rebuild my molar.
What struck me were the similarities between us.
Whilst seemingly different, we share fundamental principles in our approach. To preserving and developing what matters most to the people we serve.
Just as a dentist meticulously crafts a broken tooth, so do lifestyle financial planners build and create a client’s financial foundations.
Dentists rely on their years of training, understanding of current practices and knowledge to assess what needs to be done. So does a lifestyle financial planner need to understand what life issues people face. And how their behaviours towards money, can reflect their thinking and decision making.
Once constructed, both the dentist and the lifestyle financial planner, understand the importance of ongoing maintenance. Where the dentist recommends regular check-ups to review further potential treatments and ensure good oral health. Likewise, the lifestyle financial planner conducts regular check-ins. Reviewing what’s happened, whilst making recommendations to adapt to changing circumstances and life events.
Both recognise that circumstances change unexpectedly. Requiring flexibility and adaptability in the approach. Where as needs evolve, so may the subsequent actions that need to, as a result.
Remember that life is not a rehearsal, where we only get one crack at it. And although the money is important, it’s what we do with it that really counts.