CASE STUDY 3: THE CLAUSSENS

In 1992, the Claussens retired and wanted to maximize their income during retirement. Does this sound familiar? Here, we review our advice to the Claussens in retrospect to critique how we could have given better advice by applying the principles of Wealthcare. Because risk tolerance questionnaires are focused on identifying a client's maximum risk tolerance (a contradiction with any client's true goal.avoiding unnecessary investment risk), this case highlights a fundamental premise of Wealthcare: taking only the risk necessary to have reasonable confidence in achieving those goals most valued by our client. In addition to an examination of our advice, we also evaluate the impact of the advice, if adopted, on the advisor's lifestyle and business practice growth. As an advisor, wouldn't you prefer to get paid more per client when it is earned by providing superior advice and greater client satisfaction? Most people will pay fair prices for fair value received. Learn how to increase the "fair market value" of your advice practice. Click here to view "The Claussens" case study.

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