“Look, there’s absolutely no pressure for you to work with us. This is a two-way interview, and we are both evaluating if it’s a great fit. If you choose a different advisory firm, we will be absolutely fine. We only want to work together if we are excited and 100 percent on the same page for goals and expectations. Being aligned and upfront with each other from day one is crucial to a successful long-term relationship. And in the end, that’s what it’s all about.”
