September 6, 2016 • Page 2 of 6
No. 5. Don’t sell your clients a product: Sell them a strategy.
Having a strategy for your clients that is grounded in principle and able to properly assess their time horizon, amount of income needed and individual risk tolerance will help you determine the right products for them based on their needs. First « 1 2 3 4 5 6 » Next
Having a strategy for your clients that is grounded in principle and able to properly assess their time horizon, amount of income needed and individual risk tolerance will help you determine the right products for them based on their needs.
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