Relationships and business · Career Climber

22h ago in Strategy

Relationships and business

Good morning everyone, I wanted to take a moment to reflect on our meeting from last night. A key takeaway for me was truly figuring out who you are and why. I think this is important for both yourself and the people around you. I say this because as a financial advisor, a lot of times we can be looked at similar to the way a car salesman is looked at, and for good reason too. That is why I enjoy sitting down and talking with people to hear their story, figure out who they are, and what their why is. A lot of times, that can almost be as rewarding as the services that I offer for the people that I meet, because most people don’t care to ask the why questions. That can make the difference in closing business in any industry, and it is about actually caring for both the people you are serving and the service that you are offering. I hope this encourages someone to ask the why questions in their circle and on that note, have a great Thursday!

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