09/28/2026
There’s a difference between not knowing and being unwilling to ask.
In a recent conversation with a newer advisor, I was reminded how easily we can let the fear of appearing uninformed keep us from getting the clarity we actually need. She hadn’t asked a few important follow-up questions because she felt like she should have already known the answers.
I told her, “You have to be the mama bear.”
When someone you love needs you to advocate for them, you don’t stop asking questions because you’re worried about how you’ll sound. You keep asking until you understand what’s happening and feel confident about what comes next.
That same responsibility matters when financial decisions are on the table.
As an advisor, you’re advocating for the people who trusted you with their financial lives. As an investor, you’re making decisions that may affect you and the people you care about for years to come.
There is no prize for pretending to understand something you don’t.
Ask the follow-up question. Ask for another explanation. Make sure you understand what’s being recommended, why it’s being recommended, and what you may not have considered yet.
Good financial decisions require clarity, not assumptions.
Be the mama bear. Before your next financial decision, give yourself permission to ask one more question.❤️
