The questions we ask ourselves
If I was in this client's position would I follow this strategy?
Does this client understand the strategy I am recommending?
Will this client be able to sleep easily in their bed if they follow my recommendations?
If I am in the street with my family will I feel comfortable if I see this client?
Am I continuing to add value to this client's financial planning?
If the answer to any of these questions is No then we will not recommend it!