A strong personal relationship between advisor and client is imperative.
Trust is the key to success.
Unless a client has a clear picture of current assets and liabilities, they cannot set reasonable goals. Know what you own and why.
Creating a financial plan is not difficult, but sticking to the plan can be very difficult without a strong advisor/client relationship. Communication leads to understanding.
The key to investing is persistence.
Those who stick to a sound plan will find success.
