このエピソードについて
In this episode of the Catalyst4Growth Sales Success podcast, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the concept of absolute performance in financial planning. They explore the importance of focusing on total investment returns without being swayed by benchmarks, the role of risk management, and the necessity of aligning client goals with investment strategies. The conversation emphasizes the need for clear communication with clients to avoid emotional decision-making and to ensure that financial plans are tailored to individual risk tolerances and objectives.
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