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Investors tend to chase trends. However, advisors need to look at what the investor is not considering in order to get good results.
When investors are focused on return, advisors need to value the risk objectively and vice versa.
Advisors can use the month of first investment (the anniversary) as the time to review portfolio with recommendations and notes. Clients can choose to execute those recommendations or not.
Excellent Interview.. Good Suggestions Portfolio reviews onAnniversary Of Investment.
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