Which of the following is NOT a key tenant of the investor/advisor relationship?

The key principles of the investor/advisor relationship focus on collaboration, understanding, and tailored communication to meet the client's specific needs and goals. Option B, which mentions executing trades as the advisor expects, does not align with these fundamental principles.

In a strong investor/advisor relationship, the advisor should not merely execute trades based on their expectations, but rather engage in comprehensive communication and analysis to align investment decisions with the client's unique financial objectives. This involves discussing various strategies, understanding the client's risk tolerance, and ensuring that any trades executed are in the best interest of the client based on their circumstances.

The other options reflect critical elements of a successful relationship. Advising clients systematically is crucial as it establishes a structured approach to meeting their financial needs. Understanding the client's financial goals is fundamental to providing personalized recommendations. Lastly, effective communication that considers the client's characteristics ensures that the advisor can tailor their advice to be most relevant and impactful, fostering trust and clarity throughout the relationship.