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How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How Do You Do It?

Every single social thing was an opportunity to prospect. So i just started saying, like, i'm a financial adviser. What doyou like to do for fun? Like, iwoud just shift the comvert ecaus was lieo enough with this prospecting thing all the time and everything. And then what, something interesting started to happen. Look, these were people who who knew me and their version of a financial adviser or financial planner, what they've heard about in the news. That reputation didn't match with me, you know? Ta.

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