This question asks the same thing as Q14 in a different way. It is purposely designed in this way. During the client interview or review process, this question is used to educate, remind and prepare client for the need to see through the financial goal time horizon.
To the FP, this question also serves as a comforting reminder in future. When the market has turn nasty, FP will pull out this questionnaire and flip to this question to remind the client that he need not panic. His portfolio is designed with the knowledge that they would not be forced to liquidate at the bottom.
To the FP, this question also serves as a comforting reminder in future. When the market has turn nasty, FP will pull out this questionnaire and flip to this question to remind the client that he need not panic. His portfolio is designed with the knowledge that they would not be forced to liquidate at the bottom.
No comments:
Post a Comment