4 Ways to Start Actively Managing Clients' Accounts
Oct 6, 2008
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By Bill DeShurko, CFP
Downward-trending markets mean you have a tough job ahead of you. Your clients expect you to hold on to their capital and make them a little money where you can. Buy-and-hold won't help you much. Demonstrate to clients that you can manage these kinds of markets by adding some elements of active management.