Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners
Paisa Vaisa with Anupam Gupta
00:00
Financial Life Planning - How Does It Play Out Over Life Cycles?
So you've been doing this for more than 10 years. How is your expertise valuable over the long term for a client? I mean, how do you actually manage client expectation? Because like you said, you do deep perpetual relationships or engagements with your client. So how does that play out over life cycles? "I think one is there is a shared understanding of the goals," he says.
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