The Biggest Lie Your Financial Advisor Has Told You
Greg Brown

If you pitch to your clients about how your investment is beating the competition you will approach a time when it doesn’t. When that happens you may have a client leaving because you’ve only ever had conversations around performance.

Every conversation should be about the plan and how what they’re doing is helping them accomplish the things that they want. Have a diversified portfolio and plan that can mitigate loss, but still keep you in the game.

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