The true value of an adviser / distributor comes in where there is actually a NO LOSS of Invested Capital (70% work done there)
But, this can only be achieved when…
The Client / Investor is honest in sharing all information so that the plan gets executed & works out as discussed
&
The Distributor / Adviser understands & executes the real TIME FRAME to invest / NEED for the Investment / ASSET ALLOCATION at a wholistic level
UNDERSTANDING from both sides is the key & then add the top up of Execution part
Any deviation on this, the result is going to go against both – for the investor in capital loss & credibility for the distributor / adviser