| 1. A
good plan will control as many of the factors
effecting the client’s investments as possible and
substitute solid decision making criteria for emotional
responses.
2. The proper
use of information is the key to success. The ability to
use information wisely requires a combination of real
world experience, academic learning and a philosophical
filter.
3.
Success depends on blending the experience of the
advisor and the client and creating a feedback loop
4.
The value of a relationship develops quantitatively but
is measured qualitatively
5.
The most important service an advisor can provide is to
be constantly mindful of what is important to the client
6.
Overly dogmatic actions by either the advisor or the
client will doom a relationship to failure. |
