Ask better questions to improve your financial position

The Gradidge Patch

It was another new client meeting for me. He was anxious as he had been a DIY investor for a bit and that hadn’t worked out. He had also had a few advisers (I think they were actually brokers or insurance salespeople as he did not get advice from them). He was trying one more time with me, so the pressure was on for both of us. “Thank you for meeting with me, let’s get straight into it. Where should I be investing my money now? Shares aren’t looking good and the currency is all over the place?” Are there any new and exciting products or funds that investors should consider?To me that was the equivalent of a nervous teenager approaching his crush like “Hi I’m John, am I the kind of guy you would like to marry?” I was so thrown by the start of the conversation that it…

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