Unfortunately many financial advisors bungle a terrific opportunity to position themselves for more referrals when asked the question, «What do you do?» They answer with their occupation or title. When you position yourself by occupation or title, in the prospects mind, you’re just another financial advisor, planner or wealth manager-you’re not special. Every time you’re asked that question you have a golden opportunity to gain valuable referrals if you answer the question in the right way.
