Rob Wrubel on Helping Get People from Where They Are to Where They Want to Be

30 Mar 2019 · 1 min

Watch on YouTube

1:08

In this talk, Rob Wrubel explains his method for guiding individuals through major life transitions. He begins by emphasizing a "blank piece of paper" mindset, encouraging people to articulate what they truly want for themselves and, if applicable, for family members with special needs. The core of his approach is to pinpoint an "inflection point"—the moment that moves a person from their current habits and skills toward a new direction. Wrubel stresses the importance of both forward planning and reflective review, helping clients see how past experiences shape future possibilities. While the technical side of the service—online tools and phone support—provides necessary infrastructure, the real value lies in facilitating personal (and sometimes financial) transformations. He notes that the broader industry is beginning to shift from purely transactional services to a focus on holistic, transformational outcomes.

Chapters

How do we impact people's lives and how do we do it? And for me, when I meet with people and when I— it starts with a blank piece of paper. I mean, it's really that simple because we all have this where we've come from part. And again, I have that as a creative person as well. And to some degree, what we're trying to do is what's that inflection point? How do we get people to move from what they've been doing to what they're doing next? And that's where the journey really begins, when they sit down for the first time and write down what do they want out of life a little bit, or what do they want out of their life for their family member with special needs. What we see is they don't realize that the journey that they've been on and the skills they've learned, the habits they've developed, until 2, 3, 4, 5 years later. We help them look back a little bit too. So I know it is— the technical part of what we do is necessary, and, and some days it can just be done online, and some days it can be done with an 800 number. But the value, I think, and the interesting work that we do, and maybe why you're starting to see it, is that I think our industry is finally starting to change and say we are about transformations. Some of them are financial, but really at the end of the day, it's personal transformations.