Join Jonathan Satovsky as he reflects on how the principles we follow in financial advisement can lead to more meaningful outcomes. His concept of “The Centurion Rule” emphasizes that true guidance isn’t just about satisfying desires—it’s about meeting needs with wisdom, care, and the long-term well-being of clients at the forefront.
The Golden Rule.
Many people have heard of The Golden Rule: Treat others as you want to be treated.
Just yesterday I heard about The Platinum Rule: Treat others as they would like to be treated.
And it made me think of my experience at American Express. How about The Centurion Rule? So there’s a Golden Rule, Platinum Rule, and Centuron Rule: Treat others as they need to be treated.
What am I talking about? How people want to be treated isn’t always necessarily good. Someone may say, I want another drink and you don’t think it’s appropriate to serve them another drink. So, you’re like, “Look, you’re driving. Maybe it’s not a good idea.” Or they might have a gambling habit and they want to gamble. And if you treat others the way they want to be treated, you would let them gamble because that’s what they want to do.
But if you treat someone the way they need to be treated, you might be trying to protect them from themselves. Protect them from disaster. That happens as a financial advisor. Often, when people want to speculate more than that would well serve them. So, in my desire to protect someone, I might want to create guardrails, like a bowling alley, you put up guardrails to prevent gutterballs.
So, just my thought for the day. Do with it what you will. It’s just a proces of learning, growing and having fun.
The Golden Rule: Treat others as you want to be treated.
The Platinum Rule: Treat others as they want to be treated.
And I’ve invented The Centurion Rule: Treat others as they need to be treated, if you were looking at them from an objective place of love and caring.
Think about that on your path to Wisdom, Wealth, and Wellness.
Have a great day.
