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Most of your clients are understandably disenchanted with the markets right now, but the truth is that many of them won't be able to reach their retirement and financial goals without holding stocks. See how to sweeten the sour taste in your clients' mouths and get them to buy back into equities.
Lessons from 2008: Every day, the grinding market downturns generate new potential prospects unhappy with their inattentive advisors. They’re much more likely to switch advisors now than in an up market. So use this bear market to your advantage. Solidify your current client base by adapting these six steps to your practice—and you’ll draw in new ones in the process.
Surviving the current market crisis isn't exactly a life-or-death struggle, but it's pretty darn close. Many advisors and clients face previously unfathomable challenges. At times like these, it's important to draw inspiration from the past. So today we take you back to East Africa of 1907 and the amazing story of The Man-Eaters of Tsavo.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025