We’re in the market for a financial advisor. Stop! Before you start spamming us with phone calls or emails – we’re not interested. What we’re looking for is a financial advisor that we’d feel comfortable going out to the bar with – someone who is recommended by someone else we trust. In this case, I don’t care what your resume is, or who your other clients are (unless I know them personally) or what they say, or what references you can provide. The service you’re selling is something that affects me personally and it’ll take several years before I know whether or not you’re full of it.
[Read more…] about When References & Testimonials Aren't Enough…

While I was teaching a Blogging for Business class out at