How Much is Enough

How much is enough?  Winning Advisors: Grit, Determination and Exhilaration

Tony Mahabir, Tony Mahabir, CEO Canfin Financial Group of Companies,  introduced delegates to the Japanese concept of Ikigai which focuses on Life Purpose at the DAC 2021. It all began with a thought-provoking message:  “Are we too concerned with earning money and not living the good life?” he asked.

Tony said Ikigai focuses on what brings you joy and inspires you to get out of bed every day. It includes health, security, harmony with nature, friendship, respect, personality and leisure.  Everyone has an Ikigai.  It is that particular intersection of passion, talent and potential to help others. 

Tony said that happiness means different things to different people and it can be measured in many different ways.  He also reminded delegates that financial professionals have the ability to transform our clients’ lives.   “We can help them find their Ikigai,” he said.  And while money can’t buy people happiness, it can help with the elements of a good life including increased comfort and more control.  But he added in order to help your clients, you have to find your own happiness first. “It requires deep reflection. It’s simple but it isn’t easy,” he said.  

He encouraged financial planners and advisors to learn more about behavioural finance and coaching to be more successful in the future.  He believes personal wellness is taking over financial wellness.  “As financial advisors we are expected to solve the financial issues, but our business is more personal now than financial,” he said. 

He suggested you ask your clients what their definition of the good life is.  Find out how they measure happiness, and help them find their Ikigai.

Knowledge Bureau wishes to thank Tony and Canfin sincerely for their Platinum Partnership at DAC.

Partnership packages for educational sessions to the theme Velocity: How to Gain Momentum in a New Economy are now available for DAC ACUITY 2022