Why should a financial advisor teach their client how to buy food? Food shopping is a major monthly expense.
It’s also an area where they feel rising prices the most.
If you can show them how to save money by finding value and not chase rising prices, you can transfer those lessons to investing in the stock market.
You are also putting the interests of your client first.
Grocery shopping is a skill. It might have bypassed your client’s generation.
They may want you to teach their children the same lessons, strengthening the bond with your client.
Here is what you (and they) need to know.