"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "
This article is very useful for Financial Adviser. It teaches us as to how to handle new investors. You are very right that we have to present our investors with past records of our own investment as well as of others to win trust of our investors. When we take the investors in to confidence, then it also becomes our moral duty to keep him updated timely with developments of his investment. It also is our sole responsibility to recommend him to come out when we come to know that the money invested is not yielding good profits.