I jokingly told one of my clients that he is “not a bloody financial advisor jukebox!”
This was after my client was explaining that he was not feeling well over the past week while he was working on three large cases at the same time.
I asked them when they were going to get some free time and he remembered that he had the upcoming weekend free, except for a family reunion. He said that would be fun, until the subject of money would come up and that his family members would all want to talk about their investments that they have with him.
I suggested that he announce to their family in a jovial way, early on at the reunion that “this was a financial advice-free zone” at the family reunion, and that they all knew the office number and that he would be happy to talk about investments at the office.
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Simon Reilly of Leading Advisor Inc. is a financial advisor coach, speaker and writer. Simon writes a daily blog and can be reached at www.leadingadvisor.com/blog.