What do investors need from their advisors?
The role of an educator, catalyst, and coach.
Essentially connecting their 'money' to priorities in 'life'.
The first thing that I recommend is discussing your financial priorities.
It's a very client-specific approach that always starts with understanding and turning your aspirations into numbers that makes sense. Then we move from the numbers into products within your range of comfort. The recommended products at the core are just the tools to help us in our financial journey to success.
I believe that providing disciplined behavior coaching is perhaps the largest value that an advisor can add to a client relationship. In both good times and during period of high uncertainty in the markets, my approach aims to create sustainable wealth over time. This is why having an advisor who is your partner with managing emotions of fear and greed is invaluable. It also means designing an investment portfolio that looks at creating a regular and reliable retirement paycheque and fostering confidence to stick with your retirement strategy through various market conditions.
In reality, most retired investors are drowning in information, but starved for wisdom. I am here to provide clarity throughout our ongoing partnership to manage life's changes.
Is investing in your education worthwhile? At the core of my long-term relationship with you is providing financial education.
It turns out educated clients are typically more satisfied clients and satisfied clients are long-term clients.
The takeaway is that spending time educating you on financial matters is valuable and worthwhile because the more you understand, the more likely you are to be confident in your financial and investment strategies.
Your increased knowledge ultimately provides the road to your desired financial outcome.
© Research Capital Corporation
