Related: 8 Ways to Finish the Year Strong
The holiday season has arrived.
Although the omicron variant puts a big question mark over holiday gatherings, you have started to receive party and event invitations.
Assuming it’s safe to socialize, you will likely run into some interesting questions once people discover you are a financial advisor.
It’s tempting to give a glib answer or not take the person’s question seriously.
Always remember that you are “onstage,” because other people are standing around, listening to your answer.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” is available on Amazon.
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