It's Okay to Say, “I’m a Financial Advisor”

What do you do? There is nothing wrong with saying, “I'm a Financial Advisor”.  The key is to have conviction in your offering and what you do — rather than a memorized poem you're going to recite in 30 seconds. 

The most important thing you can do is to have the answer to the follow-up questions your going to get.  Watch and learn the three scenarios you’re going to have to master.

Related: Truths and Mistruths About Saying No to Lower Tier Business