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Investors' Expectations: Turn Dreamers Into Realists

Help clients narrow the gap between their perceptions, the realities of the financial marketplace, and expectations of market reactions to events. Even those who invest for the long term experience the markets in the short term, and they look to us for explanations. Clients will mark down your value if you're oblivious to what's happening or lack an understanding of these dynamics.

Don't Play to the Crowd

If you listen to your biggest fans egging you on to achieve heroic results, you'll take huge risks and probably face losses. Instead, take the approach that suits your skills, personality, and client base, and play within the risk parameters that suit your game.