Two Great Pieces of Advice….How to Choose an Equity Advisor ! and how an Equity Advisor should choose or deal with various Client Types !
Two Great Pieces of Advice here…Thanks to two of my regulars on my network ,KC and RH for this blog
How to Choose an Equity Advisor !
and
How an Equity Advisor should choose or deal with various Client Types !
How does one choose an Equity Advisor !?
Quite simply,the Advisor should know the way,himself !
Well illustrated by this simple logic of a child straight from his heart….
How an Equity Advisor should choose or deal with various Client Types !A little boy was waiting for his mother to come out of
the grocery Store. As he waited, he was approached by a man who asked, “Son, can
you tell me where the Post Office is?”The little boy replied, “Sure!
Just go straight down this street a couple blocks and turn to your
right.”The man thanked the boy kindly and said, “I’m the new pastor in
town. I’d like for you to come to church on Sunday. I’ll show you how to get to
Heaven.”The little boy replied with a chuckle. “Awww, come on…You
don’t even know the way to the Post
Office.”
Simply reproducing Joshua Brown’s thought provoking take on this…a guy who’s walked the talk…Me too Joshua…but let’s give all Clients credit for testing our Values and Convictions and how consistent are we ourselves in these !
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