The Efficient Advisor: Tactical Business Advice for Financial Planners 322: One Word to NEVER Say in Front of Clients
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Nov 14, 2025 A seemingly small word can significantly impact your business vibe. Discover why saying 'staff' can undermine both client perceptions and team confidence. By adopting the term 'teammate,' you convey a sense of collaboration and professionalism. Language not only shapes culture but also empowers teams and fosters ownership. Libby shares simple phrase changes that build trust with clients. Plus, she challenges listeners to swap out 'staff' for 'team' and 'I' for 'we' to enhance dynamics. Tune in for practical tips that can transform your practice!
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Ditch 'Staff' For 'Team'
- Avoid saying 'staff' in front of clients because it signals hierarchy and undermines team credibility.
- Use 'team' or 'teammate' to present a collaborative competent organization and reduce reliance on you.
Words Create Bottlenecks
- Calling people 'staff' makes clients want to hear from the advisor instead of trusting others on the team.
- That language turns you into a bottleneck and prevents true scale.
Wine For Every Slip-Up
- Libby ran workshops where she banned the 'S word' and paid for wine when she slipped up as a playful enforcement method.
- She admits it was hard to break the habit given industry norms, showing the challenge of language change.