Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners
Paisa Vaisa with Anupam Gupta
00:00
Managing Client Expectations
Ravi Agrawal: I think the way one needs to manage behavior is have a long-term plan in place. Many advisors, myself included, did not really know that when this is going to end, how this needs to be handled. He says security selection is another challenge that we face. So behavior, security selection, changing goals, and the advisory landscape, which is still coming in.
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Transcript
