Unhealthy and healthy Expectations if you work with an Advisor Part 2 of 2

1. Lets pick up from last week and review why discussing unhealthy expectations of your advisor will help you be a happier and more successful investor.

• Unhealthy Expectation #1: My advisor or any advisor is out there to get me or to rip me off.

• Unhealthy Expectation #2: If I leave working with my advisor in a way that is rude or unprofessional, they should just deal with it. “It only business” “Don’t take it personally.”

• Unhealthy Expectation #3: I want to see results and I want them now. If in the first year, they don’t have amazing returns, I am leaving.

• Unhealthy Expectation #4: Any sort of service request should happen instantaneously and should never take more than 24 hours.

• Unhealthy Expectation #5: Everything is bad, and the world is going to collapse

• Unhealthy Expectation #6: The grass is greener and this other advisor I have been talking to is going to solve everything and it will be perfect.

• Unhealthy Expectation #7: Why didn’t my advisor see this _______ coming? They should have sold out before the market went down.

• Unhealthy Expectation #8: Timing the market is easy, I can day trade my account and do better than my adviser.

• Unhealthy Expectation #9: Anyone can do the type of work my advisor does, its really not that hard.

• Unhealthy Expectation #10: I expect my advisor to help me reach my goals, but I am not willing to make any changes.

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Glenn Leest
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WT Wealth Management
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