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Try to trust your advisor, more

on Wed, 10/16/2013 - 19:30
Sometimes I feel really disappointing when prospects (or even clients) under estimate what we, advisors, can do for them and keep thinking we can't help them in anything if they don't have money (or they need the money to "spend").
 
Of course, it is a lot harder to try to turn around if you don't earn enough or you have limited assets, but that doesn't mean we can't do anything for you, as we, advisors often have different strategies to help you to stretch your dollars (that is even more important when you don't have enough money).
 
Here are a few examples:
1. a client who had $65k in