The ClientWise Blog

Moving the Right Financial Levers

Posted by Ray Sclafani on Jun 4, 2020 10:31:20 AM

Moving the Right Financial Levers

Avoid permanent outcomes to temporary problems

Unlike countless retail, manufacturing and hospitality businesses, financial advisors should likely emerge from the COVID-19 lockdown in comparatively decent financial shape. Certainly, some clients may become more judicious as to how they utilize your services. Conversely, though, many self-directed investors who’ve enjoyed more than a decade of steadily rising markets may now begin gravitating to professional advisors.

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Topics: Crisis, financial stimulus, employee retention