Wealth Forum Tv

Focus on the latent instead of stated needDilshad Billimoria, Dilzer Consultants, Bangalore

Share this Video :
Key Take-Aways
  • A financial advisor may identify latent needs that you may not be aware of.

  • Sometimes investors need to take care of their liabilities first before they can start investing. Talk to your advisor about getting your balance sheet right.

Submit Your Comments
(Type INV if you are an investor)

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Copyright 2017   All Rights Reserved.Wealth Forum Ezine