I believe that plan providers who promised they will make me wealthy have consistently failed in that promise. While it’s perfectly fine to dream of retirement plan profits, it’s important not to let those dreams turn into mere fantasies. The key difference between a dream and a fantasy is the effort involved. Dreams can become a reality through hard work, whereas fantasies require no effort at all.
Both can create a certain level of expectation, but only dreams can meet those expectations. Fantasies fall short because nothing is done to realize them. When managing expectations, it’s crucial to establish achievable goals for both your partners and clients, and to actually meet those goals. There’s nothing worse than facing a six-month period filled with excuses about why you can’t deliver on your initial promises.
