Had a conversation with a potential client recently.

He’s like, “Roger, I’m talking to a big-name firm.”

I said, “Awesome. But let me ask—where are you at in the decision process? What’s gonna be your criteria?”

He was a little thrown off, expecting the typical sales pitch.

But instead, I hit him with this:

“Let me help you make the right call. Ask these 7 questions to any advisor you’re considering. If they can’t give you 𝗯𝗹𝗮𝗰𝗸-𝗯𝗲𝗹𝘁 𝗮𝗻𝘀𝘄𝗲𝗿𝘀, keep moving.”

1. Who is this person? What’s their story?
2. What do they actually do? Are they specialized or just generalists?
3. What’s their mindset on money management?
4 How do they get results? What’s the process?
5. Who do they work with? Are you their typical client?
6. What makes them different? Seriously, what sets them apart?
7. How’s working with them gonna benefit you? What’s the real value?

Told him, “These aren’t just for show. This is about YOUR future. Challenge us. You deserve advisors who can step up and deliver.”

He took the questions and came back later saying, “Roger, I asked the other firm—they were okay, but you’re the one actually dialed in.”

Bottom line: If you’re making a big decision, get the answers you need to feel 100% confident.

In my next post, I’ll share my own answers to these 7 questions. Stay tuned—it’s gonna be good.