How a Financial Professional Can Help You Apply Stephen Covey’s “7 Habits of Highly Effective People” to Your Investment Strategy


In 1989, Stephen Covey, an American author, educator, and businessman, published his groundbreaking self-help book, 7 Habits of Highly Effective People. Regardless of income level, age, or career, anyone can learn and practice the skills he highlights in his book. Sometimes, however, it can be challenging for people to change their habits and introduce new ones. A financial consultant is someone without emotional ties who can help you apply these skills and work to develop a financial strategy that aligns with your financial goals.


  1. Be Proactive You have to take responsibility for your life. Proactive people get out and deal with their responsibilities regardless of what challenges or obstacles might be in their way. If it is snowing outside, a reactive person will think, “It is snowing out, and so I will stay inside by the fire and reschedule the appointment with my financial professional to create a debt repayment plan.” A proactive person will bundle up and arrive at the meeting ready to make a difference in their lives.





  1. Begin With The End In Mind – Visualize who you are and where you want to go in life. You may be more motivated to pursue your aspirations if you have set goals.




  1. Put First Things First Establish a list of priorities and focus on the most essential first. It is critical not to become overextended and you should say no to tasks that can wait.




  1. Think Win-Win – Approach conflicts or challenges with an abundance mentality. A win-win attitude can make it easier to deal with obstacles that might appear and allow you to think clearly without becoming overwhelmed.



  1. Seek First to Understand – Make an effort to participate in active listening. Put your own experiences aside and try to understand someone else’s point of view. Put yourself in their shoes. A common characteristic of people at the pinnacle of their professions or careers is that they are perpetually learning. These people are always reading or learning from others with greater or different knowledge than themselves.




  1. Synergize – Be open to working with others. Have an open mind and be willing to work as a team. Two heads are better than one.




  1. Sharpen the Saw – You are the most important asset to your future well-being. It is essential to care for yourself, including paying yourself when you get paid and caring for your physical and mental health before worrying about other responsibilities.



Stephen Covey’s 7 Habits of Highly Effective People has inspired more than 40 million people. Schedule an appointment with a financial professional who can help you apply these skills to your own investment and financial planning strategy.


Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing.


Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.


All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.


This script was prepared by LPL Marketing Solutions




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