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The Comfortable Person

One of the biggest challenges, is motivating the person whom is successful and satisfied with their life and or plan. If I have a half million, a successful job, a property or two, and know a little about successful investing (IBD, Dogs, or some system), I am not that motived. Now getting to their โ€œWhyโ€ is important, but it more about motivation then why. In many cases they have most of their โ€œWhyโ€ looked after. So, some tactics and ideas:

  • Reaching their full potential. Many of the most successful people are โ€œcoastingโ€. They are happy with life. Know they can make 150-300k working. Have a home, retirement. You have to tap that desire to succeed. The desire to me more. Pointing out they could be more, do more.
  • www.deathclock.com, let them know, time is short. 80 year close (80 boxes). Less time to do more. Their plan is good, not great.
  • So much more. Life could be a great adventure, NOT 40 hours a week. Travel. Toys. Expand their life box. What is on their wish list? If they had unlimited money, and time, what would they do?
  • Missing out. Things, you can do or successful people, that they canโ€™t, because of more wealth. Take a year off. Vacation for 1 month. Send family to the school of their choice.
  • ROI. Straight mathematical comparison of numbers (their plan, versus a wealth plan). You should have a mind read of this person, and example of their life. So they can identify with the change.
  • Legacy to Kids. Passing on a โ€œsystemโ€ to the kids. Because if you do not pass along the system, they will work for a living. Not assets, but a system of wealth. Point out, that most assets, passed on to the next generation get eaten (not grown). Donโ€™t just pass along a good work ethic.
  • Asset Protection. Loss of assets if no plan.
  • Giving Back. Social plans. Passing on wisdom. Using the money, for something, more than self. Perhaps teaching others.
  • Change/loss. Most people whom are comfortable in life, do not realize how a life event, can destroy, their plan and life. A good story for this the book, who moved my cheese (give as an assignment) or short review. Give examples such as:
  • Can destroy life.
  • Can destroy life.
  • Loss of Job. Can destroy life.
  • Stock Market Correction. Can destroy life.
  • Real Estate Bubble. Can destroy life.
  • Business Failure. Can destroy life.
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