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57. Crafting Relatable Conversations to Attract Ideal Clients with Derrick Kinney
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What do you say when someone asks, “So, what do you do?”
For many financial advisors, that simple question can turn into a missed opportunity. In this episode, Derrick Kinney, bestselling author and founder of Success for Advisors, joins Ashley to talk about how advisors can explain their work in a way that feels clear, natural, and relevant.
Derrick walks through his “you know how” framework, a simple way to start conversations by naming a problem the other person already recognizes. Instead of leading with “I’m a financial advisor” and watching…
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