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:
Show that you are not marrying anyone.
Do not get complicated with financial instruments outside of those accessible to everyone.
Thinking that the client is as smart as oneself.
Do not stay in the short term, seek the future benefit of the client.
Do not fall in love with a provider, all are worth after a good analysis.
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.
Each client is unique and in Funds it is not worth copying and pasting.