Sponsored by Orion Advisor Tech
Market volatility and economic uncertainty from the COVID-19 pandemic have ratcheted up stress and anxiety levels among many investors. For some, that’s led to questions about how best to move forward with their financial plans. This unique and challenging environment adds new complexities to financial advisors’ work with clients: They must take the opportunity to not only help clients’ plans on track, but also need foster thoughtful conversations with clients to learn more about their needs.
Read this eBook for more on how financial advisors can focus on more than their clients’ portfolios to guide them through this challenging period.