Advice in a crisis (or any other day)

You don’t have to look far these days to find bad news – unemployment soaring back to double figures, GDP contracting for at least two quarters and maybe more, investment shrinking and much of the economy coming to a screeching halt. And this is on top of the actual pandemic!

Looking at the headlines, can you blame your clients for asking you: “Is it really different this time? Are we going to survive this? I’m not sure anything will ever be the same again.”

Yes, their anxiety is understandable. Yes, the stress is completely forgivable. But the key to keeping people in their seats is to retain their focus, not on all the detail of their investments, but on the plan you made for them and on the goals they set in the first place.

So how do you achieve that? Read this and I'll show you.