Money Talks – Client Vs Advisor

Client πŸ™ŽπŸ»β€β™‚οΈvs πŸ€΅πŸ»β€Advisor

πŸ”… Risk

πŸ™ŽπŸ»β€β™‚οΈ Client – I can’t handle the risk of losing capital

πŸ‘©πŸ»β€πŸ’Ό Advisor – Greater risk is erosion of our financial purchasing power.

Inflation will turn out our money in to Powder.
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πŸ”… Safety

πŸ™ŽπŸ»β€β™‚οΈ Client – I need to keep my money safe.

πŸ‘©πŸ»β€πŸ’Ό 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.
___________

πŸ”… Growth

πŸ™ŽπŸ»β€β™‚οΈ Client – I can’t commit long term. I think I need money any time.

πŸ‘©πŸ»β€πŸ’ΌΒ Advisor – Our focus should be on growth of income over a time by investing in great companies portfolio to achieve life goals .
____________

πŸ”… Income

πŸ™ŽπŸ»β€β™‚οΈ Client – I love certainty of returns.

πŸ‘©πŸ»β€πŸ’Ό 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.

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