By James E. Wilson via Iris.xyz
Client education is one of our most important objectives, but exactly what are we trying to teach and why? Well, there are six major themes that we want to convey, each of which is needed in order to have a successful investing experience. Without all of these traits, adherence to the financial and investment plan often falters.
Clients who exhibit these traits are much more likely to value fiduciary advice versus the transactional, sales-oriented approach of brokers, banks and insurance firms.
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