Story – How Can Clients Best Recover From “Financial Shock” – Financial advisors should pretty much depend on their clients experiencing a financial shock (i.e., job loss, illness, injury, or worse). A new Pew report says 60% of U.S. households will experience one this year. What are the best ways for advisors to help clients bounce back from financial shock, while keeping their long-term savings plan on a good path? Is there a blueprint or roadmap? All comments welcome. Requirements: Financial advisors, money managers, investment experts, actual clients who have experienced financial shock.
How Can Clients Best Recover From “Financial Shock”