There are plenty of books and articles written over the years on what criteria investors should use when choosing a money manager. Analyzing the various money management styles and how they match up to the clients objectives as well as personality have all been discussed in depth. However, we cannot recall ever reading a ’how to’ book on what it takes to be a good client once a money manager has been selected. Believe it or not, the responsibility for failed relationships between the money manager and the clients is shared by both parties. This is especially true for clients that retain a mon[...]
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[Source: The Money Blogs]
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