Money Talks – Client Vs Advisor

Client 🙎🏻‍♂️vs 🤵🏻‍Advisor

🔅 Risk

🙎🏻‍♂️ Client – I can’t handle the risk of losing capital

👩🏻‍💼 Advisor – Greater risk is erosion of our financial purchasing power.

Inflation will turn out our money in to Powder.
___________

🔅 Safety

🙎🏻‍♂️ Client – I need to keep my money safe.

👩🏻‍💼 Advisor – Safety to me is preserving what your money will buy.

Safety isn’t avoiding risk if you avoid that you will face a real risk of asking your children money at your old age.

I would cheerfully invest entirely all my money in fixed income if someone would fix my living cost.
___________

🔅 Growth

🙎🏻‍♂️ Client – I can’t commit long term. I think I need money any time.

👩🏻‍💼 Advisor – Our focus should be on growth of income over a time by investing in great companies portfolio to achieve life goals .
____________

🔅 Income

🙎🏻‍♂️ Client – I love certainty of returns.

👩🏻‍💼 Advisor – Fixed income is an illusion. Equity is a growth asset and we want growth of income. Wealth building is a process of long term compounding via equity asset only.