January Week 1: Why focusing on retirement makes sense
What do you say to clients when their recent investment experiences have been traumatic and the outlook is uncertain, at best, and frightening at worst?
The challenge: What do you say to clients when their recent investment experiences have been traumatic and the outlook is uncertain, at best, and frightening at worst? Generally, in down periods, advisers avoid communicating with clients because they feel guilty and fear that clients will blame them
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