Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages
Managing Your Practice
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Building a Long Term Investor Mindset With Clients
Plancourt: What do you see as sort of the true characteristics that advisors can look for and or develop with clients to help them really think about fitting into that category? Plancourt: I'm going to approach this from an investment standpoint, investment platform, everything's about a multi decade time horizon. The long term mindset helps you make fewer decisions in the portfolio, I'd like to think it also helps you simplify things by tuning out the noise.
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