Wealth Mentoring Your Clients....Managing Behavior episode artwork

EPISODE · Mar 20, 2009 · 9 MIN

Wealth Mentoring Your Clients....Managing Behavior

from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! · host financialdna

Hang on. Where is the market going to? Will the Dow be 5000 in the next few months by June 2009 or 22000 in 6 years? Who knows. They are interesting questions. I have placed my own personal wager on the markets reaching these levels in those time frames with some friends. I have often talked about this with friends and clients since 1999. Japan could still get messy for the world yet as it has many unresolved issues. These problems coming down the pipeline have been a big part of my move into the human behavior business. However, this whole discussion does call into question what is our role in advising clients? Is our role to help them manage their behavior or to get the highest maximum performance?

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