Not long ago, I caught myself spending way too much time tweaking a single sentence on my LinkedIn. Should I say, “helping advisors create remarkable client experience” or “helping advisors use systems and processes rooted in client experience”? I went back and forth, tested different versions, overanalyzed the phrasing... and then realized something.

This was not the best use of my time.

Would changing one word suddenly bring in a flood of new business? Nope.

Would anyone other than me even notice the difference? Probably not.

But I had fallen into a trap I see financial advisors get stuck in all the time—obsessing over small details instead of focusing on what actually moves the needle.

The Perfection Trap: When Small Tweaks Become Big Time Wasters

Advisors are constantly told to level things up—your website, your online presence, your processes. And while some optimization is good, here’s the problem:

Most of the time, we’re optimizing for the wrong things.

We tweak a client...