Establishing where free ends and fee begins can be challenging, difficult and even nerve racking! However, learning the art of declining gracefully, when that’s really what you want to do, is an essential skill that helps you focus on what’s important in your practice.
“So, you’re a financial advisor…have any hot stock tips? What should I be buying? Can I take you out for coffee, pick your brain, and get your opinion on my portfolio?”
Sad but true, you’re probably shaking your head, rolling your eyes, or chuckling knowingly to yourself. If you only had a nickel for every time someone asked you for free, off-the-cuff advice, right?
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