Many are unsure if they are suited to receiving financial advice. Our best clients: Seek Help Willingly: They recognize the value of professional financial advice and are open to seeking it. Have Financial Goals: They have specific financial goals, such as retirement savings, home purchase, debt reduction, or other objectives. Follow Advice Willingly: They are open to following their advisor’s financial guidance and making necessary behaviour changes. Share Financial Information: They provide accurate and complete information about income, expenses, assets, and liabilities. Commit to Long-Term Planning: They understand that financial planning is a long-term endeavour and remain committed to the process. Value Diversification: They appreciate the importance of diversifying investments to align with their risk tolerance and financial goals. Demonstrate Patience: They are patient and do not expect immediate results from investments or financial decisions. Are Willing to Pay for Advice: They are willing to compensate their financial advisor for their services, knowledge, and experience.