Their Values Not Yours




Behavior Gap Radio: Exploring human behavior...with a Sharpie show

Summary: For real financial advisor we often have to walk a fine line between our opinions and what clients tell us they want to do. But we need to remember, our values don't trump our clients'. Of course, we need to give the best advice possible. But if two options exist and a client prefers one and we prefer the other, we shouldn't try to force our preference on clients. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com.