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When clients ask about interest rate risk, I'm going to say that while it may feel like the 1970s again, right now it looks like a bond portfolio may contain more risk than it has for decades.
Develop your own view that can be used as a guide to best position client portfolios. Support this view with knowledgeable opinions and share the observations with prospects and clients. Not only will you convince others you can provide a positive investment outcome, you'll gain assets instead of losing them to other advisors.
Employ a corkboard for collecting and saving informational nuggets that help explain observations from experts and new ideas that you're currently presenting to prospects and clients. These insights will help you identify and take action on opportunities—and reveal your value.
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