The 2 Types of Clients

Amar Pandit , CFA , CFP

I came across this outstanding tweet that I am sure you will find super insightful.

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This is simply spot on.  A visual that explains the two types of clients extremely well.

We all have had these 2 types of clients.

Your success and peace of mind depends on the type of choice you make. Rightly so, we all have a choice in deciding who we truly want to work with. And I hope and wish that you exercise this choice well.

 

P.S. In case you are wondering the meaning of the word ‘lmao”, you are not alone. I did too. I just couldn’t figure out what it meant. So, I asked my daughter Preet what the word meant. She was quick to respond, “Laughing My Ass Off.” ☺