Occasionally I get asked about the best way to introduce yourself as a financial advisor.
That’s an important skill. But in some ways, focusing on introducing yourself to other people is looking at the problem from the wrong direction. There’s always the risk that going to a business mode when the prospect is not yet receptive to it will cause them to go into “shields-up” mode.
Instead, turn that process inside out: Consider finding ways to get prospects to introduce themselves to you.
The difference is fundamental.