A Well-Informed Client Tends to Make Better Decisions
The financial advisor’s job is to help equip a client to make sound choices. Listening, asking focused questions, doing careful research, and exploring alternatives are the key elements of an effective method. More information, collaboration, and thorough discussion make for better-informed clients. And well-informed clients make superior use of advice in deciding upon the right course of action to achieve the goals they have chosen. Palmerston Group cherishes its fiduciary relationship with its clients and makes recommendations accordingly. Please contact Palmerston.