Keeping key clients in volatile times
- By: Dan Richards
- October 4, 2008 November 17, 2019
- 10:47
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Widespread downgrades not forecast, as companies have buffers
BCSC sent case back to SRO panel, which dismissed allegations
Employers had fewer difficulties filling available positions
Unemployment rate rises to 4.6%, the highest level since 2021