With all the noise and rhetoric coming at your clients from the media and Washington, how do you keep them focused? Consider using this.
“Mr. And Mrs. Client, as we are having our discussion today, you will find yourself wearing two hats. Your citizen hat and your investor hat. My job is to discuss both but keep you focused on your investor hat. The citizen hat can be very distractive and destructive towards your investment success. The investor hat is the one that allows you to take action regarding your portfolio.”
Focusing clients on the opportunity or the action item is usually more productive.
Guide: The citizen hat clouds investment decisions.
Action item: Get your clients to realize that they tend to wear two hats.
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