Even the Best Golfer in the World Needs a Coach

Tiger Woods didn’t enter this world with a golf club in his hand. But two years later he did visit his first golf course, and 43 years later he had won 15 Majors. And what was the one constant during that time; great coaching? From starting out as a small boy taking instruction from his father, Earl Woods, to receiving instructions from such coaching greats as Butch Harmon and Hank Haney as an adult, Tiger Woods, even at his high-level of play, still has a coach.

And the same is true whether you’re swinging a nine-iron or deciding how to build your investment portfolio. Good coaching leads to winning results.

People often seek out a planner to assist with their financial affairs. But we find that the heart of the
planning problem lies in the way that the planning is carried out. And that’s when an Investor Coach steps in. For most financial planners it’s all about selling a firm’s financial products. Sadly, the investor rarely knows whether or not the plan’s recommendations are in their best interest or in the best interest of the planner and his/her firm. Besides, the majority of planners work for a brokerage firm or insurance company, not the client. Therefore, the brokerage firm or insurance company actually controls what products the planner can recommend to clients.

An Investor Coach educates investors to help them deal with the instincts and emotions that are at the root of a poor investment experience. A coach shows clients how markets work and how to achieve true peace of mind when investing. And he does this by not being afraid to ask the tough questions, by not suggesting a product he doesn’t believe in, and by not endorsing bad investor behavior. So how do you know if you are working with an Investor Coach or a financial planner? Turn this page over and take the “Investor Quiz.” The 20 must-answer questions, as specified by Matson Money, are designed to help you identify the areas of investing where you can build your confidence as an investor and escape the Investor’s Dilemma™ by working with an Investor Coach. If you can answer ‘Yes’ to ALL of The 20 Must-Answer Questions, you will be on your way to a high level of peace of mind with your financial investments.