Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Take Advice from Trustworthy Advisors

28 Nov 2024 · 1 min

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A short YouTube advice clip (speaker: Richard Canfield) urging listeners to judge advisors by whether they themselves would take advice from that person; discard messages that cast broad shadows or make unsubstantiated claims. The speaker recommends advisors focus on serving client-desired outcomes rather than imposing what they think the client should want.

Chapters

Ask yourself as a consumer, when you're reading or listening to stuff where you're hearing or seeing someone cast a shadow over an entire industry or an entire group of people, or make unsubstantiated claims about things, ask yourself a very important question. Would I take advice from this person? And if the answer is yes, then you should connect with that person. If the answer is no, you should disregard what you're reading and what you're hearing. Advisors would do so much better if they focus on serving the client in solving for what the client desires, not what they feel the client should want.