Valuefy-Blog-Advisor's Dilemma
Valuefy-Blog-Advisor's Dilemma

The advisor’s dilemma – The tightrope of immediate expectations and future goals

The relationship between Wealth advisors and their clients is similar to that of a parent and a child. The client (read child) in this relationship is always tempted by the lure of quick returns and a focus on immediate expectations.

It may be the latest Crypto investment that catches the client’s fancy, or a new mutual fund with very high returns in the last year, or even a stock tip suggested by a peer. However, the advisor (parent) has to step in as the voice of reason at such times. The advisor has to help them meet their long-term financial goals while still giving them adequate short-term returns to keep them invested.

Read More “The advisor’s dilemma – The tightrope of immediate expectations and future goals”

We deliver news to your inbox