2 Financial Principles That Show Whether Clients Are Ready to Invest

Posted on November 27, 2019

When I tell someone I work in personal financial planning, they always want specific answers to issues plaguing their own financial situation. One of the most common questions I hear is, “What stock should I invest in right now?”

If you’re an adviser, you likely get that question a lot from your clients. As you know, most financial planning decisions are unique to each client — that’s why it’s called personal finance. Everyone has goals, needs and wants, but just like a fingerprint, their financial situation is one of a kind.

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