Well its that time of year where I get to awkwardly explain at the family dinner table what it is “exactly” I do

funny
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Try this “I Make it Rain”!!! Lol!

likefunny

Don’t bother. If they don’t know understand what a financial advisor does that translates into no money. You will come off as a show off. You can say, I help families meet retirement goals and then ask them what they do. People love to hear themselves talk. Be interested and less interesting.

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Agree somewhat. But there are people who are just not well-connected and have self-made wealth who are not in tune with the wealth culture and often these people have no financial advisor! Those people can be ideal targets

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They always need to throw that “exactly” in there! Why!!

funny

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It's still the same.

Post Photo
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