You Must Answer the Proper Question
If you went out of business tomorrow, would your clients miss you? In our day-to-day lives, most of our relationships are transient and most vendors are replaceable. Our drycleaner goes out of business and a new one pops up. Our insurance agent retires, and our account gets reassigned. Avoid the stigma of replaceability by making yourself irreplaceable. What is it you offer that cannot be found in any other Advisor in your town?
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