The Bold Shakeup This Crisis Demands
Shake up a snow globe and the world inside experiences instant upheaval, waiting for the flakes to settle and a new reality to be revealed. This pandemic demands that advisors […]
Managing client expectations is a big part of an adviser’s job
Don’t over deliver simply out of fear of creating conflict or even losing the client relationship In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and […]
