In this episode of “What’s the Risk?” we look at an expectation from a prospective client. We’ve all heard the question “where are the customer yachts?” but this one is flipped with the customer expecting their adviser to be wealthy.
It’s a nice idea, but it’s ultimately meaningless to your own wealth journey when an adviser may be part of a team with many people in the background available to help and ensure the right strategies are in place for a client. There’s also the idea that a younger adviser could be more beneficial to guide you in the decades to come.
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