On the party circuit, you probably get asked, "What do you do?” pretty often. How do you answer?
It’s not as simple a question as it sounds. Your firm likely trains you with possible answers. Like Goldilocks, some answers are too big, while others are too small. You want an answer that is just right.
The first qualifier: Your answer should be sincere and truthful about a job you are proud to hold. Who would want to work with a financial advisor who wishes they were doing something else?
The next qualifier: Avoid shock therapy. I recall hearing someone, when asked what they do, explain, “We try to help people avoid ending up needing to eat cat food in retirement.”
Some people think that offering a worst-case example and then proving a viable solution makes for a good strategy. This is rarely true.
Let’s look at 11 useful ways to approach answering “What do you do?” Ideally, your answer prompts them to seek more information.
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