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(1). A request to waste your time educating me about something you may know slightly more about. Fortunately, your vanity allows you to take this request as a compliment.
“Hey, Jerry, do you mind if I pick your brain for a second? I’m trying to figure out how you keep your hair so manageable…”
(1). A preliminary set of sales meetings where the prospect forces all of the different firms to perform their dog-and-pony show one after another, all in the same day.
“Yeah, so we’ve got a meeting with a prospect today at 1. I think it’s just a beauty contest at this point. Pretty sure there are at least three other firms in the running.”
(1). To be able to adapt quickly to different situations … even when you have no idea what you’re doing.
“Okay, team … now if we’re going to hold ourselves out there as a nimble wealth manager, we’re going to have to cut a few corners for our clients. So, I’d like to get your thoughts on SEC reporting avoidence strategies ….”
