If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.
You ever hear a financial pundit say, “Sell in May and go away,” or “Be fearful when others are greedy?” If these phrases elicit an eye roll, you may be onto something. Such phrases have become so overused in our industry that they’ve lost their meaning.
If you want to have a more meaningful practice, one that can adapt as the industry does, it would behoove you to avoid these clichés, especially in describing what differentiates you to prospective clients. The “financial quarterback” is, perhaps, the worst offender.
The following 10 clichés, widely recognizable in the wealth management community, were sourced by our editorial staff and actual advisors.
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