How do you respond when someone asks, “What do you actually do?” All too often, our answer sounds like everyone else on Wall Street.

You lose a golden opportunity to establish a more meaningful relationship. Instead, say “we answer the two most fundamental and yet profound questions you have of our industry: first, will I make it? And second, do I have any financial blind spots?”

Please review the Compelling Conversations Guidebook, and explore the additional content and resources in this series.