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Lessons of 2008: If your clients are losing money and you’re losing confidence, you need to raise your activity levels starting today. Follow this campaign outline to raise new assets. You’ll battle creeping paralysis, boost confidence, and position yourself in your clients’ eyes as a seasoned investment pro.
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.
Olympic athletes know it's the little things that take performance from good to excellent. So do these advisors who got big bottom-line results from tweaks to their business habits.
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