6 Risks Clients Fear Right Now and How to Handle Them

Aug 22, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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Everyone is thinking about certain risks these days. Yet at the same time, clients may not be aware of what is most concerning in their financial picture. Your job is to address both in a way that protects your client’s wealth and puts them at ease.

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