Reminding clients of their goals is a critical part of an adviser’s job
Without a clear why, it becomes difficult to help clients make the best financial decisions possible.
I know that real financial advisers have spent years helping their clients identify goals and what matters most to them. But I'm betting most people don't think about us this way. After all, we help people build portfolios. What does that have to do with goals and values?
It turns out, pretty much
Learn more about reprints and licensing for this article.
