When you send the Values Based Financial Planning™ book, I have always included my card with the note signed by the client... I thought I heard in the last call that you don't include your card. Can you please advise me on the process?

Article ID: 222

Last updated: 20 Nov, 2019

I just don’t like most of your business cards because they look so FSI institutional and I think it will make you look like an investment salesperson or a salesperson of some kind. Maybe if you had a business card that was more congruent with the Value Based Financial Planning™ value prop, but that’s not likely.

When they see the card they are going to assume you are soliciting their business. It’s tough enough to get that idea out of their head, without doing more things that create the impression.

It’s not the kiss of death to include the card. I would just save the paper.

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