Sometimes you just need to let folks know your pet peeves. Take a silly look at the things that will make Arlene get just a smidgen cranky.


There are a few things that really make me cranky. If you’ve been around a little while, you’ve heard them on other videos, but I thought I’d collect some today just so we can avoid some embarrassment later on when we’re working together.

Because folks will tell you I’m not as reticent about telling you when the things irritate me as you might like for me to be. My disclaimer is that most of this is just my opinion so you can take it with a grain of salt. Then again keep in mind, my opinions are often very very wise.

Number 1: Perforated business cards. Just no. NO. This is why there is VistaPrint. This is why there’s Moo. Just no.

Number 2: Waiting until you have your CFP and can use it to start a business. Now I’ll go into the why’s the how’s and all the details in another video, but just keep in mind, if you want to start a business, start a business. Give me a call.

Number 3 is meeting in a coffee shop. You’re about to sit down with people and ask who knows what awkward questions, so honor those clients and their confidentiality by meeting somewhere where they can really open up to you about whatever it is they need to tell you about their finances.

My fourth tip, please don’t be passionate. Get a thesaurus. I know. It seems so minor, but give me a holler after you’ve been to your 3rd or 4th networking event and just see if you don’t agree with me.

Oh my gosh apparently I get cranky about a lot of things, because I only got through 4 and I’m out of time for this video. So we’re just going to call this one Arlene’s Cranky Pants episode 1, but believe me, there will be more. See you soon.