Review Detail

thought prevoking - it is a peak into our future - but I still see the huge weakness in the model as not emphasizing behavioral coaching to keep our clients from doing something stupid at the worst possible times (like selling out in fear in 2008-2009). This tales lots of quality one-on-one time between advisor and client. Charts and numbers won't do it. Only (in my opinion) an experienced advisor can calm the client emotions at these critical moments + get them thru these tough periods.