/ by Don Connelly / Investing Wisdom / 0 comments
Failing to understand a client’s goals and objectives ranks highly when it comes to why financial advisors get fired. So it pays to remember that your client’s reasons to invest are the same as they’ve always been: they want to generate more cash in the future, whether it’s to send the kids to college, or to retire on a yacht in the Caribbean.
Your clients want to educate their children and build a retirement fund. That’s generally it.
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Always Remember Your Clients’ Reasons to Invest
/ by Don Connelly / Investing Wisdom / 0 comments
Failing to understand a client’s goals and objectives ranks highly when it comes to why financial advisors get fired. So it pays to remember that your client’s reasons to invest are the same as they’ve always been: they want to generate more cash in the future, whether it’s to send the kids to college, or to retire on a yacht in the Caribbean.
Your clients want to educate their children and build a retirement fund. That’s generally it.
Read more