How Investments Work With Your Clients [Episode 255]
The Perfect RIA
00:00
Aligning Investments with Clients' Financial Goals
The chapter emphasizes the importance of aligning investment practices with clients' financial objectives, rather than chasing market trends for short-term gains. It discusses creating personalized retirement benchmarks for clients, focusing on effective communication, and understanding the true costs of investment management. The conversation also addresses the importance of considering clients' moral values and setting boundaries in financial planning strategies.
Transcript
Play full episode
