Completing, NOT competing!
Jan 30, 2025This quote from an advisor last night was so good that I needed to share it:
"I never take 'I already work with an advisor' as a no. I take it as an invitation to explore more because many people who work with an advisor have never had a financial planning experience so I don't see it as competing but rather completing."
...COMPLETING, not competing...
This mindset shift is so profound.
Just because someone has an advisor doesn’t mean their financial situation is fully optimized - there are often gaps you can still fill.
So, next time you hear "I already have an advisor", don't let the conversation end there. Dig deeper—you might be leaving opportunities on the table.
And lastly, I need to give credit to where credit it due, and mention how the above quote came from a good financial advisor friend named Christ Greenwood. Thank you for sharing your wisdom, Chris!
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