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From his recent research, this 40-plus-year advisor sees the U.S. as being in relatively good shape. It's much better to keep clients informed about positive signs and emerging opportunities that have merit than talk about doom and gloom.
People have been predicting doomsday for thousands of years. Of course, it may happen. But if it doesn't, you'd better have your business positioned for continued success.
Better be both. Financial advisors must be starry-eyed and clear-headed, combining a salesman's cheer with a fiduciary's realism.
Clients have been conditioned to expect positive financial outcomes over the long haul, but in the short term you may need to get more pragmatic. Don't be afraid to ask your clients to imagine the worst, and then show them how smart planning can help make them safer.
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