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  • Writer's picturemanoj kumar

Tell about the financial goals not about the market news

If a financial advisor communicates the market as buying or selling opportunity from time to time then It’s very hard to get clients and financial advisers on the same page.

Clients generally define the market as the market average, which is tracked daily in the news.

but a good advisor always defines the market as per the financial goals which goal was discussed while they start the journey of investment.

The main job of a financial advisor is to communicate the client's financial goals, not the market news.

In the end

So as financial advisors we should communicate the financial goal to our clients, not the market news.

So every time you and your clients will be on the same page

We can learn & educate money toghter.

Happy Learning !

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