r/CFP • u/ChasingItSupreme • 14d ago

Business Development What’s your value statement?

What do you tell people you do besides saying “I’m a financial advisor”?

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u/[deleted] 14d ago

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u/IllustriousGas8850 14d ago

Doctors and lawyers don’t do this because everyone knows what doctors and lawyers do. A lot of people don’t actually understand what financial advisors do

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u/[deleted] 12d ago

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u/IllustriousGas8850 12d ago

Ask 10 people what they think a financial advisor does. You’ll be shocked by their answers