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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

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How Do You Introduce Yourself if You're Not a Financial Advisor?

"Who doesn't understand our industry? A, i dislike we've had that," says Ike. "So many consumers have so much baggage existing gage that has very negative connotations around tho the label financial adviser" 'If you want them to stop talking to you, you say you're a financial adviser,' he adds.'That's what they ie, subconsciously, got a delittle tap on the purse of the wallt.'

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