As a follow-up to an estate planning webinar, I contacted the investment advisor with questions about a trust. He is with a firm that currently has none of my business and, even if I signed with them, would not receive any fees from me until I became incapacitated. (Hopefully, that is a long time in the future!)
Nevertheless, he scheduled a Zoom call with me and patiently answered my questions for a full hour. He made it seem like I was his only concern that day, and I’m sure he would have continued if I had more questions. He provided referrals to legal counsel and offered to review the trust document before signing if I wished, also for no charge.
While there may have been an ulterior sales motive, it did not feel that way. Instead, it felt like I was talking with someone who genuinely wanted to be helpful and was willing to invest the time to help me understand a complicated process.
How can you model this behavior and offer your time to someone who could benefit from your knowledge? It may be helping a neighbor with a DIY project, providing insight to a colleague in another department, or taking the call from a friend-of-a-friend who could use some information about your industry. Be generous, with no strings attached.











