Tips of the Trade: Why Handwritten Notes Work
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I am a commodity. Financial advisors are a commodity. We like to think that we aren’t, but we are. We all look the same to the public. We all sell the same things. Our products all cost the same (we can’t put things on sale like retailers to pump up our business).
We are all basically proficient at being financial advisors much the same as dentists are all proficient at dentistry. We don’t all flock to a dentist because he is the “best.” We go to a dentist simply because we needed one. He or she had an office close to our home and they were as good, in our eyes, as any other dentist. Sorry, but for most people, that is about the same amount of time and effort they put into choosing a financial advisor.
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