Need to get your client thinking about financial stability in transitional times? Try these tips.
Need to get your client thinking about financial stability in transitional times? Try these tips.
If one of your clients is going through a personal hardship, call them to see how they’re doing. They will appreciate the concern, and you can discuss whether they need some added financial stability. If they do, consider re-balancing their portfolio to add more conservative investments and reduce their risk.
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