Monday Oct 31, 2022
Statement Shock: Helping clients stick to their long term plans [Episode 23]
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg discuss how to discuss statement shock with clients and how to help them stick to their long term plans. Down markets are tough on clients and helping them focus on long term goals is the key to their success.
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