How to Be a Successful Financial Advisor

If you have a genius idea while you're out walking make sure you grab your phone and write it down immediately just because you were able to problem solve it on that walk does not necessarily mean you'll remember it 10 minutes later. You want to create some type of curious thing that makes people ask you additional questions. Empower your team to make sure that they understand how to answer that question what do you do for a living or where do you work  because we as a society ask that question right off the bat when we meet somebody.