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106 Things We Do For Clients, No. 93

No. 93 of 106 Things We Do For Clients

Tell you the truth, always—even when you are reluctant to hear it.

At first glance you would hope your financial advisor would always be honest with you. But this benefit goes beyond hoping you have selected an honest advisor. If you don’t engage a financial planner, who is it you rely on for honest answers? Yourself, of course. And if you are human like the rest of us, you aren’t always honest with yourself. We are all vulnerable to believing what we want to believe, avoiding facts that don’t support what we want to do, and telling ourselves fibs that justify our decisions. We will give you that extra protection from yourself. We can be the voice of truth or reality when that voice isn’t found within yourself.

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