A week back I was watching an advertisement wherein Mr Amitabh Bachcan was pursuing people to take Gold Loan from Muthoot Finance...

Emmm...I personally believe that advertisements are made to park a thought in people’s mind so that they can take a decision to own that particular thing...

See...there is one more thing which is very much important and offlate, I, in my subconscious mind always kept on knocking...

And that is - 

The person who represents the things matters the most...because visuals of the person presenting it are more important than the product and its features...

A person, who comes from middle income group, watches the ad of Muthoot Gold Loan, would be happy to learn that loans can be availed by lending Gold but it will give a kind of hitch in her/his mind as the person who is representing is a multi billionaire.

The prospective lender would not be able to relate her/his situation with that person...

Concept - ’The target clientele’

And that is True & Important

How?

Can you as a client appoint a person as your Wealth Advisor who does not have the thought process of your stature...?

Trust me it is damn important...

Because we cannot appoint anyone as our Wealth Manager who is into pre-conceived notion of product selling and has not seen the volume’s of the Portfolio which you have...

Sorry for being so straight this time but just check the ad wherein a man with big money is giving solutions for loan...ok fine trust is required for such things that is why BigB is there but relating your situation with that person is important...

Investors, hence, please just check whether your Wealth Manager has that vision what you have...has she/he seen this much wealth obviously not owned but in present/past experience...

Think. Please.

Three Dots Finitude