1. Brevity

We’re all busy.

The same questions are always being asked. Every business person, financial advisors included, has a specific canon of questions they’re (incessantly) asked, and it’s likely that your questioner is aware of this fact. Have your answers ready. Craft them thoughtfully and honestly, but have them (loosely) memorized.

Be brief.

When somebody asks you for your “story,” or “why you’re an advisor” don’t um and ah over which details are relevant, just have a response prepared (these responses should take less than 2 minutes to recount, by the way).…