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Kevin C. Whelan

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January 2, 2021

Your job as an advisor is never to convince

Your job as an advisor is never to convince.

You don’t convince people to buy your services. You don’t convince people to take your advice. You don’t convince them to do anything.

Your job is to understand where your clients want to end up and be the trusted guide to get them there.

Part of being that guide is to educate your clients along the way about how things work or why you’re doing them.

It’s your job to explain it in plain, non-technical, easy-to-understand terms. Use analogies and examples if you have to.

But beyond that, your job is not to convince them to do anything. If you find yourself trying to convince someone to do something, there’s an issue.

Either your clients don’t trust you enough, or you have not done a good job educating them on how what you suggest will get them to their desired end result.

If they understand the mechanics of your advice or ideas but still hesitate, it’s a trust issue. And you can’t advise your clients without their trust.

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