The Goal of the Purple Box Discussion

WHYUnless you choose to live the life of a hermit, it is an inevitable fact that you are always meeting new people. Some meetings are just fleeting passages in your life, some become lasting and leave an imprint on your own little journey.  As I grow older I am becoming more conscious of these chance encounters. When these people come into your life, for whatever reason I often wonder to myself, “How did this person get to where they are in the world?’. Now this can go both ways, this person could be achieving unbelievable feats that you would have never have thought possible, or more often than not the situation can be quite the opposite. We all know that person that we felt was destined for so much more, but for whatever reason they just haven’t been able to figure out what their path is.
In effect, when we as advisers sit down and have the Purple Box discussion with our clients, we specifically focus on the individual developing themselves in a manner that will benefit their life, careers and business exploits. We have learnt that when a client is able to successfully invest in themselves, their ability to ‘create wealth’ increases exponentially. We genuinely want the people that work with us to be that person that is achieving the unbelievable. But why do some achieve, and not others? James Allen’s “As A Man Thinketh” goes a long way towards explaining in my mind why some people achieve everything they want, while others are left floundering.  Although Allen (1864-1912) never achieved great fame or wealth, his works continue to influence people around the world today. His collection of thoughts highlight how powerful our minds truly are. Allen’s underlying argument is that a man is literally what he thinks, his character being the complete sum of all his thoughts. Allen effectively states, if you choose to think noble thoughts, your actions will eventually become noble and vice versa.

“A man should conceive of a legitimate purpose in his heart, and set out to accomplish it. He should make this purpose the centralizing point of his thoughts. It may take the form of a spiritual ideal, or it may be a worldly object, according to his nature at the time being; but whichever it is, he should steadily focus his thought-forces upon the object, which he has set before him.”

When I read this passage I think of those people I know who are doing the same thing day in day out, never moving forward but consoling themselves with the idea that they are okay because they don’t seem to be moving backwards.

As an adviser, we see it in their faces when they aren’t quite content with life. People will not often tell you, but you get that sense. That sense of confusion and frustration, that anxiety that they aren’t quite where they thought they would be. After every Purple Box Discussion, I believe there is but one objective: It is critical that our clients leave with a goal in mind, an agreed upon centralizing point of thought.

As Allen mentions, it can be anything. Is it that promotion they have always wanted, or that University Degree that always seemed too far away? Do you want to buy a new Caravan so you can sneak off as you please? Or simply, do you wish to be the best parent you can possibly be? It doesn’t matter what it is, just that it is something. When I reflect on the greatest achievers that I have met, they all seem to have one thing in common. It is the fact that they keep on moving forward, no matter how far away that destination maybe. They pick out a mountain on the horizon and start walking towards it. By the time they get to the base of the mountain, they realise the mountain isn’t so big after all.

If you would like to book a time to have a Purple Box discussion with me or find out more about how we can help your dreams come to life, call (03) 5232 1200 to arrange a time to catch up.

Kane Leersen, Financial Planner

Please note: The advice in this article is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

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