The Art of Learning (Client Adviser Edition)
By Investment Moats  •  July 31, 2023
An associate adviser not too long ago asked me this question: If you were me as an Associate adviser and came in without a financial background but were working towards a client adviser, what would you do to prepare for the role of a client adviser? To me, that is the most critical question to me because it tells me a few things about a person. I decided to sit the associate adviser down but what I shared is less about the finance or much to do with the business but what I felt is most important: The art of learning something. If most of us financial bloggers have a superpower, it will be our ability to learn something we are not trained in. Many of us do not have a finance or economics background but our readers peek into what we said about money because somehow we got better...
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...

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