Buy Bitcoin!! and then … buy more Bitcoin! Now back to the question, …. frequent (and most importantly, genuine) check ins with the stakeholders is key. People tend to get complacent and take relationships for granted. Deal with it as you’re dealing with marriage.. inject it with ideas, innovation and make it fun (within boundaries of course with your customer!). Update the mission strategy and continuing to provide value-add services to your account and keeping it ‘fresh’ is key to maintain its longevity.

One thing with the implementation of PDCA cycle is to keep track. PDCA stands for Plan-Do-Check-Act. This cycle will put you on track and make sure risks do not blindside your success. This is going to be done by careful planning as well as executing strategies, checking the deviations, as well as taking action based on such feedback given. The continuous loop improves adaptability and resilience in handling auto accounts besides safeguarding long-term account plans.

As per me here is a crisp breakdown of your investment strategy: 30% Equity: High growth potential, but watch for market fluctuations. 30% Mutual Funds: Diversified, managed investments balancing equity risk. 15% Gold/Silver: Safe haven assets, a hedge against inflation. 7.5% Cryptocurrency: High-risk, high-reward; keep it small for potential upside. 7.5% US Stocks: Geographic diversification with access to global leaders. 2-3 Year Outlook: This balanced portfolio targets growth while managing risk across asset classes, positioning you for solid returns in a few years.

To keep your long-term plans safe, regularly check for risks and have backup plans. Spread out your investments and keep good relationships with clients. Stay up-to-date with laws and make sure you follow them. Protect your data with strong cybersecurity measures.