What matters most? A focus on value..
Most Professionalss focus on manager selection and asset allocation — and offer to give away the planning. As a result, they have little insight into a client’s entire balance sheet. By understanding the factors that impact client wealth, we can change the focus of investors and the services they pay for, to emphasize what matters most:
- Making the decision
- Developing the Vision
- Yourself and those around
- Making the decision
- Developing the Vision
- Yourself and those around