How to Win Clients in a Down Market

In volatile times, while public trust in financial advice may waver, savvy advisors can seize the moment to build stronger client relationships and attract new business. CFP Board Ambassador Charles Sachs, CFP® says that “during times of stress, people become far more engaged and focused on how, where and why their money is invested. That’s exactly when advisors should step in — offering to review a client’s current holdings and identify areas for potential improvement.” 

Read more at Financial Advisor