4 Things Clients Need to Know about Volatility

When markets are volatile investors can get spooked and start to question their investment strategies. Especially if they’re new to the process of investing. This could prompt them to...

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Don Connelly audio blog post 3

The Market Is on Sale When It Dips

This session of Mr. and Mrs. Client I want to thank Ruth Sully. Ruth is a friend and advisor in Californiawho told me a great story. You can...

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Best Practices for Letting Go of a Client

Saying goodbye to clients often seems counter-intuitive to new advisors, whose primary concern is to grow a customer base. But failing to ‘weed out’ unprofitable clients is a bad...

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How to Get Clients to Stick to the Plan

It’s crucial that you get your clients to stick to the plan. If they don’t, they could forgo their comfortable retirement or build up debt when they put their...

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