Without a clear why, it becomes difficult to help clients make the best financial decisions possible.
The best investments are the options that align with clients' values and goals.
What to review during your first diversification discussions with clients.
Advisers should help clients forget about everyone else and realize "only your goal matters"
A firsthand example of how hard it can be for investors to ignore something that looks exciting.
Most clients won't know this adviser duty exists unless you take the time to tell them.
Clients need to understand what advisers mean by risk because it can affect decisions, goals
By helping clients learn to tune out the noise that doesn't matter, you're helping them reduce their anxiety
You're doing amazing work, but you're so busy doing the work that you don't always have time to let anyone know what you're doing
Sometimes clients need a reminder they're not investing because they want to own one of the "10 hot funds"
