Educate Your Clients
When somebody is well-informed, you really create more of a partnership, where you act as a guide. --Candace Bahr
From a practical standpoint, if a client doesn’t know the difference between securities and fixed income investments, you end up spend a lot of time at each meeting explaining the rationale for your recommendations, notes Candace Bahr, Managing Partner of Bahr Investment Group in San Diego, California. Conversely, a knowledgeable client speaks your same language and can collaborate with you on putting together a sound financial plan. “When somebody is well-informed, you really create more of a partnership, where you act as a guide,” says Bahr, whose two-person practice has $100 million in assets under management. The client understands that he or she has a role to play in the decision-making and shares responsibility for the ultimate success of their portfolio.
-Candace Bahr, managing partner of Bahr Investment Group, in Five Strategies for Educating Your Client
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