Advisor Confidence Index (ACI)

Being Prepared for 2009

A checklist to help you weather a difficult environment.

Talk about the rug getting pulled out from under you. Current economic conditions are reshaping the financial industry continuously–often overnight—and investors are nearly frozen with fear about what may come next. Against a backdrop of unprecedented volatility and challenging market conditions, your ability to maintain your firm’s strategic objectives while quelling client concerns has never been more important. That’s because with change also comes opportunity. T

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