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February 10, 2021 4:06 PM
Tiffany Lam-Balfour
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During my seven years as a financial advisor, I often had two-hour phone calls with clients. Armed with my cheat sheet of English-to-Mandarin financial terms and Google Translate, I would explain the basics of investing in my second language. It got easier each time, but it was still hard. It was also really worthwhile to me.
The relationship between a client and a financial advisor ultimately boils down to trust. When you feel that your advisor can understand where you’re coming from and what you hope to achieve, and has the knowledge to guide you in getting there, it’s easier to trust them, hire them and start growing wealth. ....

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