Unique clients like to be treated uniquely, and they should be. Unique personalities, risk appetites, life goals. It makes sense.
Regardless of where your wealth journey takes you, you must navigate the same challenges.
Challenge #1: Risk - Stock picking vs Asset Allocation, Too much vs too little risk
Challenge #2: Human Behavior - both cognitive and emotional
Challenge #3: Fees - The Endless Pursuit of Fee Awareness and Detection of Hidden Fees
Challenge #4: Products - How products often adversely impact wealth and introduce conflicts of interest
Over the coming weeks, I will tackle each one of these challenges. I hope you will join my so that I can take down your personal wealth path and make it as enjoyable as possible.
As much as we are going to talk about money, the currency of wealth is about relationships and experiences. That is what the wealth journey is all about.
Waiting for the gap fill
12 hours ago
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