I jokingly told one of my clients that they are “Not A Bloody Financial Advisor Juke Box!”
This was after my client was explaining that they were not feeling well over the past week while they were working on three large cases at the same time.
I asked them when they were going to get some free time and my client remembered that they had the upcoming weekend free … except for a family reunion … that would be fun … until the subject came up around money and that their family would all want to talk about their investments that they have with my client.
I suggested that my client announce to their family in a jovial way early on at the reunion that “this was a financial advice free zone” at the family reunion and that they all knew the office number and that they would be happy to talk about investments at the office.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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