“Don’t tell me what you value, show me your calendar and your checkbook, and I’ll tell you what you value.”
I can’t source the origin of this quote but it points to an important distinction between what we think we believe and how we act.
So, I ask you to do 2 things:
- Look back at your calendar for the past 3 months. Where have you been spending your TIME? What are your top 3 priorities?
- Look at your checkbook (or online accounts) for the past 3 months. Where have you been spending your MONEY? What are your top 3 priorities?
A friend of mine is a forensic accountant. He tracks down criminals by looking at their bank accounts—and he can even get access to their email and calendars.
What conclusions would HE draw about you—and what’s important to you—based on how you’ve spent your time and your money recently?
How does it FEEL when you reflect on the distinction between what you think you want and how you actually invest your time and money?
Then take your clients through this exercise and watch its impact on them.