The view from here

 Greetings everyone, I am Doug Deichert.  I have been with Faithlife Financial for over 13 years.  I have enjoyed many accomplishments while working here, and because of that success I have been fortunate to qualify for most of the travel rewards offered by our Corporate office. I’ve seen many changes in my tenure,  dealt with a variety of people and situations – BUT I have always enjoyed what it is I do.  I have learned a valuable lesson:  Life Is What You Make It.

                    This year the love of my life, Joanne, and I will celebrate 24 years of marriage.  We have been blessed with 2 amazing sons, Jacob (17) and Andrew (16).  Jacob will be headed to Humber college for Computer Game Programing in the fall.  He has earned the title of the Top Male student for 3 consecutive years, and I think he has won more awards than me!  My son Andrew and I have enjoyed working hard as a team to restore a 1970 Mustang he earned as a reward for earning a place on the Honour Role.   He wants to become an engineer.

I have worked very hard to get to where I am today!  I have taken many courses and have proudly earned my FIC,AFA,EPC designations.  Support from your family is very important in this career.  It is because of my family I do what I do – for them and for all the other families out there that need a financial road map.  For the newcomers out there:  Life Is What You Make It – so make it GOOD!  

I wish you all the best!

Doug

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Below is a guideline that gives you an idea of how long it takes per module (or chapter).  Some may find they can complete it faster, while others struggle to fit their studying into such a rigid timeframe.  Take a deep breath – these are only averages – take as long as you need.  The most important key to the LLQP lock is understanding the material presented – if it takes you a bit longer but you get it – pat yourself on the back.  This is not a race, but a road map to success.

Happy studying….

Use the following form to set your study schedule.

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One of the most important things we can do for our clients is to LISTEN to what they are (and aren’t) saying.  Their input and opinions are valuable tools for a Financial Representative!  Afterall, we work for them.  One of the keys to making the relationship work, is to figure out how their mind works.  This article that I am going to share has some tips for dealing with the “Brick Wall.”

Within the article is a link to completing a Money Mindset Quiz – which you can complete for your own knowledge, as well email the link to potential clients to try and get some insight on how they view money.

http://www.advisor.ca/my-practice/know-your-clients-financial-personalities-52725

http://www.proprofs.com/quiz-school/story.php?title=money-mind-set-quiz

Building a financial services practice does take a lot of hard work and you have to be organized.  There is a lot of rope and you don’t want to hang yourself with it.  The beauty is that it is within your control – after the initial period of two years or so of learning the basics – you make all the decisions as to how you handle each and every day.  Each and every opportunity.  Each and every challenge.

One of the initial challenges in the business is finding sufficient people to talk to.  At FaithLife Financial we have a number of partners that help with that.  In partnership with other leading ministries, World Vision, Promise Keepers, and Women Alive – we are able to talk to Christians who are connected with these ministries and tell them our story.  As well, we train on a referral model – adding the extra value that gives you the confidence to ask for introductions to people to further tell our story to friends, family and acquaintances of members.

And if you take it a day at a time – you’ll find success.  Recently, I listened to a presentation by Guy Baker, MSFS, CFP, MBA.  Guy was named by Worth Magazine in 2009 as one of the Nation’s top 250 planners in the United States.  He was a founding Board member of the National Association of Family Wealth Counselors and of The Stewardship Alliance - a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries.  He is an Elder at Grace Church also having served as Chairman of the Deacon Board. He is also the a Founding Trustee for Grace Classical Academy, a k-8 private school for families seeking a classical education.  His strategy for success is 2 a days.  Adding in two people each and every day that have a willingness to meet with you.  Simple.  2 a days, one day at a time.

I have always believed that the financial services industry is a relationship business.  In my experience I knew that my success was a result of building strong relationships.  Relationships are built as a result of your credibility, integrity, keeping your promises, being accountable and building trust. My role as a training manager allows me to help new Financial Representatives understand this as we teach them the sales process.

I believe that life is a series of stepping stones that take you from one area to the next if you are but willing and open to accept the challenges that are presented to you.

Helena Devries,

Training and Sales Manager, FaithLife Financial

Sadly, the world has lost Steve Jobs.  What has not been lost is his passion and vision.  He has propelled both of those into a realm of reality with gadgets that do what was once thought to be impossible!  When told it couldn’t be done, he found a way and he did it.  An interesting mention I heard on the radio today was a comment by president Obama, pointing to the fact that a lot of people had heard about Steve’s death on the very device he created…the i-phone.”   How is that for impact?

How does that correlate with a career at FaithLife Financial?  Passion.  You have to WANT to change the way people think about finances and their health by being an educator.  You have to have a drive that is fueled by the desire to help people and make a difference.  Not everyone has the bank account that Steve had, but with the help of a Financial Representative, they can have the finances they need in place to protect their family from creditors and the bank when a death occurs within that sanctuary.

Young families are most vulnerable to not being fully protected.  With all of the upheaval that goes along with the death of a parent, being forced out the house they have known and loved because the surviving parent can no longer make the required payments is heart-wrenching.  On the other hand, delivering the life insurance cheque that cements the financial stability of the family left behind is one of the most rewarding parts of our career.  In most instances it is the only bit of good news that walks through their front door.  Being a fraternal organization, our strength is in our compassion for individuals.

Passion is contagious.  It can spread to your friends, family – even to your clients.  Our Representatives have a passion for making a difference.  When you look at how Steve Jobs has impacted our world…the actual technology is just a piece of the whole puzzle.  It was the USE of that technology and the transfer of information that has really made a difference.  In the simplest sense, that is what we do.  We make pennies out of dollars.  A smart financial plan is using products like life insurance and investments to transfer and increase wealth and security for our clients.

We have a very comprehensive, robust selection process that allows you to see if the career is a good match.  We tailor our career preview phase to do exactly that – determine how it fits.  We often use the analogy of trying on a suit when talking to candidates.

You go to the store and you see a suit that you like and you take it to a fitting room to try on. There are three possible outcomes;

1. It doesn’t fit – you take it back out and leave it on the rack.  No recriminations we hope!
2. It fits – but it just doesn’t feel right or look right.  You put it back on the rack and forget about it.
3. It fits – and you feel & look terrific in it!

By following our process, which you can review at FaithLife Financial, we find out what YOU feel like in the advisor suit.  Any one of the three is OK – we only want you to move forward if it is #3 as of course, there is nothing wrong with the other two outcomes.  It just means it isn’t for you.

We welcome your willingness to enter our process.  Get in touch – we guarantee that we will work with you on “trying on” your FaithLife Financial Representative suit!