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Lessons from 2008: Now more than ever, the trust you engender will make or break your career. Here’s how to consolidate clients’ trust and keep it by being a leader in turbulent times.
Don't shy away from clients in volatile markets. Planning a portfolio review now gives you the opportunity to demonstrate your value and allay unfounded fears that could lead to rash decisions—like changing advisors.
As the crisis unfolds, your clients will continue to look to you for a knowledgeable and considered opinion of what happened and what's next. Consider using these five sages in your own analysis, and follow the links we've put together for each.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024