The Golden Circle: Finding Purpose in Financial Advising
2 September
Ever feel like youâre just going through the motions as a financial adviser? Letâs hit pause and dig into why you really do what you do. This article dives into Simon Sinekâs Golden Circle and the concept of Ikigai to help you find your deeper purpose. Discover how knowing your âwhyâ can transform your career and make every client interaction more meaningful. Ready to reignite your passion? Letâs get started!
Every morning, as you step into your role as a financial adviser, itâs easy to get caught up in the numbersâportfolios, market shifts, and client meetings. But take a moment and ask yourself: Why do I do this? Itâs more than just a career; itâs about making a real difference in the lives of your clients. Itâs about understanding your purpose.
What Really Drives You?
Simon Sinekâs concept of the Golden Circle is all about digging deeper into why we do what we do. Itâs not just about the whatâthe services you offer, or the howâthe strategies you use. Itâs about the whyâthe core purpose that drives you. This isnât some abstract idea; itâs what sets you apart as a financial adviser.
What: This is the logical part of your job. Itâs where you analyze the numbers, create strategies, and measure success through tangible outcomes. This is the day-to-day work, but itâs only the outer layer.
How: Hereâs where you begin to tap into the more intuitive side of advising. Itâs not just about the facts and figures; itâs about the way you make decisions, the relationships you build, and the trust you earn. This is where your unique approach comes into play.
Why: At the core, thereâs the reason you do what you do. Maybe itâs a deep-seated desire to help others achieve financial security, or perhaps itâs the satisfaction of seeing your clients thrive. Whatever yourâwhyâ is, itâs what gives your work meaning and keeps you motivated.
Finding Your Ikigai
In Japanese culture, thereâs a profound concept known as Ikigai, which translates toâreason for being.â Itâs the sweet spot where your passion, skills, what the world needs, and what you can be paid for all intersect. For a financial adviser, finding your Ikigai isnât just a feel-good ideaâitâs transformative. Itâs about more than just making a living; itâs about doing work that truly matters, both to you and to your clients.
When you discover your Ikigai, you tap into a deeper sense of purpose that transcends the routine tasks of your job. Itâs the reason you wake up in the morning with enthusiasm, ready to tackle the day. Itâs what drives you to go the extra mile for your clients, not because itâs expected, but because itâs fulfilling.
Building Your Tribe and Bringing Clarity to Your Purpose
When you align your business with your Ikigai, something powerful happensâyou start to attract a community of clients who resonate with your purpose. These arenât just clients; theyâre your tribe. They trust you, rely on you, and become advocates for your work. They value the unique perspective and dedication you bring to the table, and in return, they become loyal supporters of your business.
This clarity of purpose also transforms the way you operate. When youâre clear on your âwhy,â your business gains direction. Decisions become easier because theyâre guided by a well-defined purpose. Your work becomes more fulfilling, and the impact you make is magnified. Each interaction with your clients isnât just a transaction; itâs a step toward creating lasting value.
But the benefits of clarity go beyond just business success. Waking up with a sense of purpose isnât just good for your clientsâitâs good for you too. It brings a deeper sense of satisfaction and well-being, knowing that youâre making a real difference in the lives of others. This, in turn, fuels your motivation and keeps you driven, even on the toughest days.
At the end of the day, understanding the Golden Circle and finding your Ikigai isnât just a strategyâitâs the foundation of a meaningful, impactful business. Itâs about ensuring that every client interaction is guided by a purpose that resonates deeply, creating relationships built on trust, value, and mutual success.