A good advisor might talk about the down market as a 'buying opportunity.' But a great advisor can help their clients reset their portfolio for long-term financial success, even in the midst of a crisis.
Clients have a golden opportunity to save money and/or raise needed cash.
If your clients each receive $1,000, what would you suggest they do with it? Here's how some advisors are thinking about 'Yang payments.'
May 12, 2020
These advisors got their RIA firm up and running before their building renovations were complete.