It’s hard to care for someone you don’t respect. Following on from Part 1 of How to Identify an Ideal Advice Client, when you are delivering ‘tough’ advice it really helps if you genuinely CARE about the individual(s) you are advising. Because when you care, it...
The first criteria for identifying your ideal financial advice client is whether they take and act upon your advice. It’s hard to have an effective advice relationship if your advice doesn’t consistently influence and guide the financial behaviours and actions of your...