Oct 4
What to Tell Clients in Bear Markets: Advisors’ Advice By John Manganaro - ThinkAdvisor
Those with significant industry experience know there are difficult aspects of being a financial planner in even the best of times for the equity and bond markets.
There is the dual need to secure new clients while ensuring ongoing service levels keep existing clients loyal and satisfied. There is the need to adapt to new technologies and client expectations — and to keep abreast of broader industry changes in the realms of regulation, legislation and litigation.
