Financial Advisers, Losing Clients, Revamp Strategies

Financial Advisers, Losing Clients, Revamp Strategies

When the economy starts taking out the financial professionals, things have gotten really bad. No, actually the rolls of individuals calling themselves financial advisers had swollen in recent years with the lure of fat paychecks, and lavish lifestyles. This down turn is exactly what we needed though, as individuals now understand the value of planning for risk as well as accumulation. When I was in the business I saw the tide starting to turn in that direction, however I did not have the resources or talent to survive losing clients faster than I could add new ones.