The ‘It’s Not You, It’s Me’ Lesson for Advisors

In a classic Seinfeld episode, George attempts to end a relationship by telling his partner, “It’s not you; it’s me.” George thinks he invented that phrase, but the concept of whether to focus on yourself or the other person has been the subject of academic research, and those findings carry an important lesson for advisors.

I know just enough about how the brain functions to cause me problems. For example, I am frequently asked to address professional groups and investors. But speaking to these audiences creates a dilemma. How do I know if what I am presenting is of interest to them? How do I know if they are paying attention?

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2016, The BAM ALLIANCE

Dan Solin

Director of Investor Advocacy

In his role as Director of Investor Advocacy for BAM Advisor Services, Dan Solin travels the country educating advisors and clients alike about changing their lives for the better. He draws on his experiences as an attorney and a wealth advisor to help others make smarter decisions about their money and rest easier at night.

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