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What is most valued in a mutual fund advisor and what is the best way to act in a market like today? These are the 10 points that every advisor must take into account for 2021:
1. Independent
Show that you are not marrying anyone.
2. Simple
Do not get complicated with financial instruments outside of those accessible to everyone.
3. Smart
Thinking that the client is as smart as oneself.
4. Strategic
Do not stay in the short term, seek the future benefit of the client.
5. Diversified
Do not fall in love with a provider, all are worth after a good analysis.
6. Disciplined
Set deadlines and objectives but above all meet them.
7. Not Biased
Do not get carried away by your past, the future gives you more possibilities.
8. Low Cost
The Good Fund is usually the Cheap Fund.
9. Low Taxes
The transfer of funds is a bargain, do not pay the Treasury.
10. Staff
Each client is unique and in Funds it is not worth copying and pasting.
