Lisa Sakai

I don't force them to do it because as long as we have an idea of how we're going to handle something or that their situation or their strategy is still fitting the circumstances that they want and what they think about, that's the most important thing. But I really think my job is to push people outside their comfort zone, um, And I don't take that lightly. I don't like it.

I don't force them to do it because as long as we have an idea of how we're going to handle something or that their situation or their strategy is still fitting the circumstances that they want and what they think about, that's the most important thing. But I really think my job is to push people outside their comfort zone, um, And I don't take that lightly. I don't like it.

I'm kind of a people-pleasing person. And I had to address that a long time ago because you can't do this job well if you're people-pleasing. You can't. I have a saying that I write down in my journal every day, which is digging so deep that I can touch the bottom of the ocean. That's what I do with clients. And I think by having that conversation, I write full notes about

I'm kind of a people-pleasing person. And I had to address that a long time ago because you can't do this job well if you're people-pleasing. You can't. I have a saying that I write down in my journal every day, which is digging so deep that I can touch the bottom of the ocean. That's what I do with clients. And I think by having that conversation, I write full notes about

After conversations that they have in writing, they see that what we talked about was clear to me what they want. And I think over time, we might not address these things for a couple of months into our relationship. Because it is very personal. Insurance, as much as people don't think, is a very personal conversation.

After conversations that they have in writing, they see that what we talked about was clear to me what they want. And I think over time, we might not address these things for a couple of months into our relationship. Because it is very personal. Insurance, as much as people don't think, is a very personal conversation.

Not only are you talking about legacy and you're talking about what they want, what they truly want, they have to feel comfortable saying, I want these two kids to have something and this kid I don't. And you have to be able to get them to that comfort level to say that. So I don't really jump into insurance right away.

Not only are you talking about legacy and you're talking about what they want, what they truly want, they have to feel comfortable saying, I want these two kids to have something and this kid I don't. And you have to be able to get them to that comfort level to say that. So I don't really jump into insurance right away.

I talk about that's where the bucket list planning and stuff really helps open up that relationship. And that's why I always say, you know, when you're buying insurance, make sure that you're building a relationship with who you're buying insurance with. They've got to understand who you are, because if you're not sure why you have it two years later, that wasn't the right person to buy it from.

I talk about that's where the bucket list planning and stuff really helps open up that relationship. And that's why I always say, you know, when you're buying insurance, make sure that you're building a relationship with who you're buying insurance with. They've got to understand who you are, because if you're not sure why you have it two years later, that wasn't the right person to buy it from.

Yeah. So I was one of those women that didn't understand anything about finance like 14 years ago. I have a story that I tell and it's 100% true where my husband was talking about, oh, should we move some money from our bank account to something that got a better interest rate? And I remember looking at him going, interest rates are for loans. What are you talking about? I don't understand that.

Yeah. So I was one of those women that didn't understand anything about finance like 14 years ago. I have a story that I tell and it's 100% true where my husband was talking about, oh, should we move some money from our bank account to something that got a better interest rate? And I remember looking at him going, interest rates are for loans. What are you talking about? I don't understand that.

But I wouldn't say it to him. I was so afraid of looking so stupid. And this is my husband. We had just got married. I should not be ashamed of saying, I don't understand. But I was embarrassed because I thought, I don't know anything about this. He's so much smarter than I am, blah, blah, blah. And I recognize that with women. We tend to have a lot of women who...

But I wouldn't say it to him. I was so afraid of looking so stupid. And this is my husband. We had just got married. I should not be ashamed of saying, I don't understand. But I was embarrassed because I thought, I don't know anything about this. He's so much smarter than I am, blah, blah, blah. And I recognize that with women. We tend to have a lot of women who...

are afraid to say, I don't understand that. Or if they say, I don't understand it, they make it about them being stupid or not good at math or something like that. And really, we're not getting the education. And I'm going to say we as everyone is not getting the education on this. Nobody is teaching this.

are afraid to say, I don't understand that. Or if they say, I don't understand it, they make it about them being stupid or not good at math or something like that. And really, we're not getting the education. And I'm going to say we as everyone is not getting the education on this. Nobody is teaching this.

I heard Morgan Housel, who wrote The Psychology of Money, say this, and I think he's absolutely 100% true. The two most important things are health and money, and we don't teach either in school. And he's absolutely right. I don't know why we don't touch on money on personal finance at all in school, but we don't. And I think it's because of the psychological aspect associated with both.

I heard Morgan Housel, who wrote The Psychology of Money, say this, and I think he's absolutely 100% true. The two most important things are health and money, and we don't teach either in school. And he's absolutely right. I don't know why we don't touch on money on personal finance at all in school, but we don't. And I think it's because of the psychological aspect associated with both.

And it's okay that we weren't taught it, but we have to take control and go, how do I become better educated on things? Because My worst clients, I always say, are the ones that have moved their money from one person to me and say, well, I don't need to know about it because you're my girl and you got it. I don't like that.

And it's okay that we weren't taught it, but we have to take control and go, how do I become better educated on things? Because My worst clients, I always say, are the ones that have moved their money from one person to me and say, well, I don't need to know about it because you're my girl and you got it. I don't like that.