We are breaking money silence about finance and technology this month at KBK Wealth Connection. Love it or hate it, technology is here to stay. It saves you time and money, and allows you to share your message with a click of a button. Some advisors fear its impact on the industry; others use technology to soar to new heights.
This past month, I found myself deep in the “hate it” mindset. My iPhone had to be replaced. I spent hours with customer service setting up my new phone, and again a week later after finding out my new phone was corrupted. Productivity became a distant memory. I was grumpy and I longed for the days of fax machines and written memos. (Yes, I am an older Gen Xer!)
When my second new phone arrived, I realized that my technological mindset had to change. Instead of loathing Steve Jobs’ invention, I had to embrace it. Change is hard and technical problems are frustrating, but smartphones, apps, and social media platforms allow me to reach so many more people with my Breaking Money Silence® message.
If you struggle with a positive tech mindset, here are tricks that helped me shift my attitude:
- Feel your feelings. Even the most tech-savvy people get frustrated when devices, apps, and computers stop working. Whatever you are feeling, let it out and find someone who can validate you. Ask any friend who has a phone or computer; trust me, they can identify and validate the joy and the sorrow that comes with the territory. Identifying and discussing feelings is great practice for the non-technical aspects of your work — because emotions are the human side of finance.
- Find your funny bone. Humor mitigates stress. It creates intimacy and allows you to look at a situation from a new perspective. Once I acknowledged that my technological luck was actually funny, my tech mindset shifted. Instead of getting angry each time my phone didn’t work, I would tap into a childlike sense of wonder and levity. I would giggle and then wonder how to use this experience in my work and life. This didn’t fix the situation any sooner, but it made me a lot more pleasant to live with.
- Look for the silver lining. Ironically, my team and I had decided a few months ago that the theme for August was Breaking Money Silence® and Technology. I have always been a tad tech-challenged, but this recent experience provided a rich backdrop to explore the pros and cons of technology in the field of advising. It allows all of us to reach a bigger market with fewer resources, but it distracts us for the human connection so vital to success. This dichotomy is what we will be exploring all month in our blog, on our YouTube Channel, and in our podcast.
What do you think? Does technology improve your business and your life? Share your stories with us, and together, let’s break money silence about technology.