Author: George Svagera
1 post written by George Svagera
Creating a Plan for Re-entering the Market
November 28, 2012
I firmly believe financial advisors need to be leaders for their clients by helping assess financial needs, creating long-term financial plans, and leading clients toward financial goals with a disciplined approach. However, it seems there is a market downturn at some time each year that tests the advisors’ and clients’ discipline. They often become nervous…