When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand that adjustments can be made and they can still feel confident in their plan? How much do you think about the words that you use and the habits in your life? If you’re working in a family firm and will be transitioning a book of business, have you thought about what plans need to be discussed and put in place? Listen in as we recap this week’s highlights and action items.
Keep calm (stick to the process) and schedule on.
See MoreBuilding trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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