- You are entitled to your own views - but not your own facts. Put less forcefully - let's check the facts (again) before we make up our minds.
Often "facts" become entrenched but remain false or become false over time.
- Independence pays as most sheep that were led to slaughter followed free advice. You get what you pay for and that is often more expensive. The
last decades investment advice millions of investors got free turned into very expensive losses. Many firms got economic advice that benefitted
their banks more than them.
- Being part of the crowd is fine, but often it pays to leave the crowd, for the right reasons. Going into a space with an old product is
sometimes extremely successful - more often than not costly. Make sure you understand why and how before you just try something out.
- Service is helping the client make the right decision. While service is also the paper work and the actual work - more often than not it is
listening, something we remind ourselves of.