Real goals, objectives and needs.
The biggest mistake an Advisor can make is not listening to the client.
The second biggest mistake is not taking the time to help a client determine real goals and objectives. This is the first step to achieving realistic expectations.
For many this is an elusive item, and sometimes clients timidly accept options offered to them by the Advisor…..which is the simple way
out for both parties. For others though, who afford the time and effort, surmounting this challenge sets an unwavering foundation for future growth.
This could explain why some investors are extremely comfortable and confident in their investing process and others….,
no matter what they’ve done or who they work with, are never satisfied.
