Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals.
Retiring comfortably is a goal we all work towards. We save our salaries over years of hard work to finally settle down and enjoy all the wonder life has to offer. But what do you do when the economy sees a major shift and your plans are now in doubt?
Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best for public health. Here we have a...
Over the years, I’ve worked with many advisors who’ve spent years building their book of business. They have a database full of loyal clients with whom they’ve built a trusting, lasting relationship. Or so they think. Throughout my conversations with them, I’ve uncovered a major threat that arises from the largest segment of many client bases.
This threat affects...
First impressions are just as important for your clients as they are for you. Make your first meeting with clients productive and successful.
- June 07, 2019