Anita Dalakoti's Wealth Professional Canada Top 50 Advisor Profile
Name: Anita Dalakoti
Question: What has been the biggest challenge for advisors in the last 12 months?
Answer: I’m not sure about other financial planners. I suppose you are talking about the economic climate. Well, to me those are a given and I don’t consider them challenges -- we have good times and we have bad times, this is a historical fact. Look at an [Morningstar] Andex Chart – a seasoned planner know how to deal with these challenges. For me, every client is a challenge and an opportunity. These are perennial challenges not restricted to a 12-month time frame. A challenge because I wish to create a plan that they can identify with and implement without taking away the their joys of living - easier said than done. An opportunity because every client is different and, in dealing with them, I get to learn skills that can be implemented with other clients.
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Vancouver, British Columbia |
| Hometown | India |
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