Charts versus Hearts
There is a mad obsession that many of us have about numbers, data, and the technical aspects of our craft. We keep going back to charts for everything. However, the edge lies in winning the hearts of people.
Because we are in the Personal Business. We are not dealing with numbers or net-worth of people or AUMs. We are dealing with real people with needs, wants, dreams, desires, fear, greed, biases, and blind spots.
And these people respond best with their hearts.