Winning the deal is not the goal. Doing it right is.
What Unprofessional Advisory Looks Like
Trying to win at all costs leads to bad behaviour:
- Offering unethical strategies to impress clients
- Giving unverified advice on property laws
- Providing improper financial advice
- Offering cash or incentives to secure business
If you need shortcuts to win — you are doing it wrong.
What This Means
- Saying anything to close the deal
- Giving casual or personal opinions as “advice”
- Acting outside your professional scope
This is unfit and improper conduct.
Redbrick Standard
- Only provide professional, verified advice
- Stay within your scope of expertise
- Maintain discipline in what you say and recommend
You are an advisor — not a salesperson chasing deals.
Critical Rule
Never make offers, promises, or claims you cannot fulfil.
- No “say first, fix later”
- No leading clients emotionally
- No “ok first, confirm later” tactics
If it is not confirmed, do not present it as such.
Consequences
- Client disputes and complaints
- Loss of trust and reputation
- Regulatory and internal action
One bad deal can undo your entire career.