The customer is your boss. The shareholder below him.
This page has information and links for people seeking financial advice. It is not always easy to find an advisor that are sceptical to selling financial solutions that he would not buy himself. Trust is absolutely vital to business. Business becomes so much easier once trust is established. Good advice is power. A priori, giving your customer, earnest and transparent advice will eventually build your company around a serious and respected brand. A posteriory, when something went wrong and your client did not take your advice, you can remind him that he did not listen to you. The next time he may listen to your advice.