FISCALOSOPHY ASSESSMENT
Good investment results are the outcome of prudence, patience, and a sound investment policy––in other words, a sound fiscalosophy. How we think about money is just as important as how we manage it. The Fiscalosophy assessment will show advisors how to help clients understand their philosophy as well as help clients articulate their own fiscalosophy.

It is critical that both advisor and client understand each other’s fiscal
philosophies––and even more importantly, that their “fiscalosophy” is one and the same. An advisor cannot represent a client’s interests if they both do not share the same beliefs. Developing a sound fiscalosophy involves:

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Attracting the right clients;
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Keeping those clients in good times and bad;
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Making sure clients understand they have the right financial advisor, one who can help ensure they maintain the correct perspective in times of trouble and temptation.

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