{"id":10544,"date":"2025-11-16T10:10:01","date_gmt":"2025-11-16T02:10:01","guid":{"rendered":"https:\/\/doolounge.com\/future-first\/"},"modified":"2025-11-16T10:10:01","modified_gmt":"2025-11-16T02:10:01","slug":"future-first","status":"publish","type":"post","link":"https:\/\/doolounge.com\/en\/future-first\/","title":{"rendered":"Putting the client's future first is a gentle form of professionalism."},"content":{"rendered":"

Have you noticed that even though everyone is in business or finance, their "life scripts" are actually divided into two camps?

First school of thought: Salesperson's mindset

This kind of person is simple and easy to understand.
What does the customer want? Give it to them!
What does the customer want to buy? Sell!
The customer likes it? Then give it a thumbs up!

In short, as long as the money comes into the account today, that's perfectly reasonable.

As for whether the product is suitable?
Should it be adjusted?
Could this lead to future financial disaster?
That's a matter for the next life.

The biggest advantage of this type of person is that they are "faster than anyone else".

Before the customer could even finish thinking, he had already closed the deal.

The moment the money was in my pocket, I felt even more stable than when I received my monthly fund payment.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

The second school of thought: Financial advisor mindset

This group of people is really troublesome!

When clients come in, he doesn't just ask a bunch of questions; he starts dissecting their lives: "What's your risk tolerance? What's your family structure? What's your protection gap? What are your investment goals? What about your future cash flow?"

When asked about their life choices and how they started to reflect on why they had suddenly become someone who just wanted to buy a financial product, they were asked to discuss how this could have turned into a life planning review session.

What's even more troublesome is that when a customer says, "My friend made a lot of money buying this," he dares to object and even speak against the customer's preconceived notions.

As the client continued speaking, their brow furrowed, and the financial advisor's heart followed suit.

Do you think this type of person is effective?

There definitely will be!
But it's often as slow as simmering beef soup; you have to patiently simmer it for more than three hours before you can feel the difference.

But interestingly, the outcome often changes completely over time.

Salespeople earn money in the present through speed, while financial advisors earn money in the future through expertise.

Salespeople easily receive many unfamiliar clients, while financial advisors are often introduced to "their own relatives and friends" by clients.

The salesperson closes a deal today and tries to close another one tomorrow; the financial advisor analyzes the situation today and predicts the client will return with even more assets tomorrow.

Looking back ten years later:

The first possibility is that he has already changed companies three times.

The second type of customer might hand him a copy of their entire family's household registration and say, "Can you help me figure out how to plan this out?"

Neither is right or wrong; the only difference lies in the "difficulty" of the choices made in life.

Being fast doesn't guarantee a win, and being slow doesn't guarantee a loss.

These are just two different kinds of people, living completely different lives.

Everyone goes through the stage of "wanting to earn money quickly," but some people later discover that: taking it slower means earning money over a longer period of time.

And you?

Are you in "order-taking mode" or "leveling up mode" today?

Or are you slowly moving from the former to the latter?<\/p>","protected":false},"excerpt":{"rendered":"

There are two paths in finance: one relies on speed, catering to customers, closing deals quickly, and making money fast but short-lived.<\/p>\n

Another approach relies on expertise, using time to break down needs, providing reminders during challenging times, and helping clients see the future more clearly.<\/p>\n

The former shines in the short term, while the latter is trusted in the long term and even becomes an advisor to clients' families.<\/p>\n

Being fast doesn't guarantee a win, and being slow doesn't guarantee a loss.<\/p>\n

Only by slowing down and focusing on the future of our customers can we go further and achieve long-term success.<\/p>","protected":false},"author":2,"featured_media":10543,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"activitypub_content_warning":"","activitypub_content_visibility":"","activitypub_max_image_attachments":4,"activitypub_interaction_policy_quote":"anyone","activitypub_status":"federated","footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false,"beyondwords_generate_audio":"","beyondwords_project_id":"","beyondwords_content_id":"","beyondwords_player_style":"","beyondwords_language_id":"","beyondwords_title_voice_id":"","beyondwords_body_voice_id":"","beyondwords_summary_voice_id":"","beyondwords_error_message":"","beyondwords_disabled":"","beyondwords_delete_content":"","beyondwords_podcast_id":"","beyondwords_hash":"","publish_post_to_speechkit":"","speechkit_hash":"","speechkit_generate_audio":"","speechkit_project_id":"","speechkit_podcast_id":"","speechkit_error_message":"","speechkit_disabled":"","speechkit_access_key":"","speechkit_error":"","speechkit_info":"","speechkit_response":"","speechkit_retries":"","speechkit_updated_at":"","_speechkit_link":"","_speechkit_text":""},"categories":[860,770,1263,817],"tags":[1275,861,1305,1416,1304,849,1415,881,1417,780,1396],"class_list":["post-10544","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insurance","category-estate","category-secret","category-money","tag-1275","tag-861","tag-1305","tag-1416","tag-1304","tag-849","tag-1415","tag-881","tag-1417","tag-780","tag-1396"],"blocksy_meta":[],"featured_image_urls":{"full":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583.jpg",1125,2000,false],"thumbnail":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583-150x150.jpg",150,150,true],"medium":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583-169x300.jpg",169,300,true],"medium_large":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583-768x1365.jpg",768,1365,true],"large":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583-576x1024.jpg",576,1024,true],"1536x1536":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583-864x1536.jpg",864,1536,true],"2048x2048":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583.jpg",1125,2000,false],"trp-custom-language-flag":["https:\/\/doolounge.com\/wp-content\/uploads\/2025\/11\/fb_img_17632589366637577530310350199583-7x12.jpg",7,12,true]},"post_excerpt_stackable":"

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