Paisa Vaisa with Anupam Gupta cover image

The RIA Special

Paisa Vaisa with Anupam Gupta

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Financial Planners Cannot Make Clients Rich

There is no way to play an attacking strategy, really. The job of a financial planner is to just prevent clients from doing stupid things and destroying what they have worked so hard to create. So part of my job as defence is to kind of defend against those stories. That's what i can doa making it sound quite simple, there are aspects of it which are more complex. A for example, there are infinie number of complex products of there tho science. Clients will say, o ca a, what about factor funds? What about a disparity? What aout anything the sun? So amin, there are infinite number of ways to sell a good story. Andi

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