Sarathi – The Financial Advisor

We often try and explain the role of an advisor in the financial affairs of a client. This is sometimes a genuine effort to educate the client while some other times just a sales pitch. While both situations have their own side of justification, how many of us actually understand the actual onus that we, as financial advisors have towards helping our clients work through tricky decision making and choices? Do we truly understand the meaning of hand-holding a client through their life stages?

This week’s profound piece by Mr. Amit Trivedi pushes us to critique our style and way of advising and asks us the most important question there can ever be in our profession: “What kind of an advisor are you?”

Click on the link below to read the article: