Like I say, the older I get, the more and more I’m like Larry David.
The biggest pet peeve on LinkedIn is that invitation from a plan provider. It’s always a financial advisor and it’s always a broker. As soon as I accept the invitation from the broker, there is that invitation to talk. Not a talk to network, a talk to sell their advisory services directly to me, since they sell advisory services to other lawyers.
I have been in practice since 1998. I’ve known thousands of advisors in that time frame. I have helped hundreds of advisors over the years with free answers to their questions and have helped them with their clients. Now, if I ever needed advisory help, who am I going to use, the advisors I’ve known, some for over 20 years, or the broker who just DMed me after accepting their LinkedIn invitation?
