Let’s face it.
With all the political, economic and social uncertainty in the world right now, your affluent clients are concerned. They need more than just financial advice during this time—much more.
That said, in uncertain and volatile times like these, there are golden opportunities for intrepid advisors to win more—in the form of increased AUM, acquiring wealthier clients, and racing up the hierarchy of advisor success to the vaulted level of Preeminence in the fastest time possible.