6 Ways Million-Dollar Advisors Keep and Add Clients in Awful Markets

By Katherine Vessenes, JD, CFP, RFC
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Lessons from 2008: Every day, the grinding market downturns generate new potential prospects unhappy with their inattentive advisors. They’re much more likely to switch advisors now than in an up market. So use this bear market to your advantage. Solidify your current client base by adapting these six steps to your practice—and you’ll draw in new ones in the process.

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