👉🏼 Not every client is the right fit 👈🏼

As a financial planner, this advice is really hard to follow.

"But I need the revenue..."

"But they need help..."

"But they're a friend/family/friend-of-a-friend..."

Got it. But what if the roles were reversed? What if you knew that they could help you, but it would come at great cost to their operational efficiency? Or time? Or what if, despite their best intentions to WANT to help you, you knew there were others better-suited to understand the nuances of your situation?

Would you rather them take you on? ...or refer you?

I hear ya... "Execution trumps talent!" Sure. But what does that "execution" cost you?

Sometimes it's better to find your lane, know your lane, and stay in it -- and out of others'!

So find the people who truly value what you offer, need it, and are willing to pay for it.