Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
To further explain, whether we're meeting professionally with our CPA or personally with our fitness trainer, our objective is usually the same: “Mr. or Ms. Service Professional, please make my life less complicated and save me time.”
But as advisors, do we consistently keep in mind that our clients want that same outcome from us?
We are compensated as advisors to develop strategies or recommendations for our clients to consider implementing. Having said, let’s consider the deliverables which we provide to clients, particularly in the early stages of the relationship.
