HeyJaredIdentidade Digital
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- Indexed issues, last 90 days
- 3
- Latest publication
- Jul 31, 2026
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- Earliest in this view
- Jul 25, 2026
Latest issues
Too much expertise can become a liability. (opens the original)
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I left a discovery call feeling mentally exhausted.Recently, I hopped on a call with a financial advisor. I wanted to understand more about how he could help me with my investments and see how he would drive the conversation.During the discovery call, I watched him spend 30 minutes trying to prove how much he knew.The future of the S&P 500, interest rates, the Fed, AI stocks, China, war, asset allocation, retirement, and so on.My brain was overloaded with so much information that I almost deplet
The annoying side of referrals (opens the original)
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Yesterday, my friend told me he was thinking about changing financial advisors.Surprisingly, performance wasn’t the reason.He shared that the advisor only talks to him at the end of the month about the same subject:To ask for referrals.My friend said the advisor simply sends a message like“Hi, [NAME], how have you been? I’m just popping in to ask you: do you know any friends who would like to invest with us? I believe we can help them as well. Cheers.”Asking for referrals isn’t a problem. It’s a
Why qualified advisors don’t feel trustworthy (opens the original)
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Last week, I reviewed the LinkedIn profiles of five experienced financial advisors.Each had impressive credentials and years of experience.Yet none of their profiles helped me understand:How they thinkWhat they believeWhy someone should trust them.They looked qualified.But they didn’t feel trustworthy.I believe that most advisors built successful businesses through referrals and face-to-face relationships.The offline system worked for years because they would borrow trust from the person who mad
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