As an advisor, the last thing you want is to be labelled as a stereotypical “sales person”.
But when your prospects don’t give you enough information in your initial conversation, you begin educating them and fall into “free consulting” mode.
You’re a fiduciary, you have their best interest at heart, but they keep you at bay shopping around, seeing other advisors.
In this month’s Stump The Guru show, I’ll be talking about Is The Hard Sell Obsolete?
