The Most Present Advisors Aren't the Most Talented
Distraction during client meetings is a systems gap, not a personal failing. The most present advisors are not more talented at focusing. They are more prepared.
Sandy
8 min read
TL;DR
Distraction during client meetings isn't a personal failing. It's a systems gap that cognitive science can explain and operational preparation can resolve. The cognitive weight of unresolved documentation generates persistent intrusive thoughts that fragment the executive function advisors need most: genuine client presence. Research calls this attentional residue. Advisors who experienced it during RRSP season were seeing a systems signal, not a personal shortcoming. The most present advisors aren't more talented at focusing. They're more prepared at the systems level.
Sandy
Founder, Northern Catalyst
Building tools for Canadian financial advisors
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