What good could YOU (or I) do?
August 5, 2010 · 5 comments
It’s perhaps a small idea…however, it can have an enormous impact.
Picture a financial advisor, asking those he serves to commit to making contributions to charitable organizations a part of their wealth plan…
I learned about this approach from Jim Mayer, a Merrill Lynch professional in Belleville, Illinois. He was kind enough to ask me to address a meeting of his clients and some of the non-profit organizations they assist.
And, while I hope they learned from and enjoyed the content I delivered, I was absolutely blown away by what Jim had to say when he started the meeting.
His clients and friends last year contributed over a HALF MILLION dollars to charities along the Illinois/Missouri border. Consider this fact — United Way in Belleville raised about about 1.5 million…this ONE dedicated, amazing professional has created a source of contributions in his community that’s a third of the entire United Way campaign…and he says he’s only just begun.
As he addressed the group, Jim openly committed his goal is to deliver as much money to worthy non-profit organizations in his community as United Way.
I would bet the farm he will do it!
Jim has a goal…but, he also has a commitment. If you want a wealth advisor, but won’t contribute to a worthy charity…Jim’s probably not the person for you. As stated in “Collapse of Distinction,” it’s vital to have Clarity about who you are — and Jim Mayer has it in spades.
He’s an inspiration.
And, he also should move us all to ask an important question: “What greater good could I do…if I was truly clear about my commitments…and passionate about their achievement?”
What good could YOU (or I) do?
August 5, 2010 · 5 comments
It’s perhaps a small idea…however, it can have an enormous impact.
I learned about this approach from Jim Mayer, a Merrill Lynch professional in Belleville, Illinois. He was kind enough to ask me to address a meeting of his clients and some of the non-profit organizations they assist.
And, while I hope they learned from and enjoyed the content I delivered, I was absolutely blown away by what Jim had to say when he started the meeting.
I would bet the farm he will do it!
Jim has a goal…but, he also has a commitment. If you want a wealth advisor, but won’t contribute to a worthy charity…Jim’s probably not the person for you. As stated in “Collapse of Distinction,” it’s vital to have Clarity about who you are — and Jim Mayer has it in spades.
He’s an inspiration.