Rasiah explains that while investing wisely is crucial, an overly narrow focus on investments can lead to neglecting other crucial aspects of financial advice and potentially overshadow a client’s broader life goals.
Tune in to hear:
- Why looking beyond just returns can ensure that other outcomes important to your clients are sufficiently addressed.
- How to benchmark and measure the success of goals that aren’t focused on percentage-based performance.
- The role of thoughtful questioning in helping clients articulate their true goals.
- Why making advice accessible to a wider audience is a pressing issue for the profession.
