A high percentage of your clients are worried or confused about what might happen to their portfolios, their jobs, and their future lifestyles.  Even though there is much uncertainty in the economy and the markets, you can provide an important service to your clients that will both lower their anxiety and reduce the likelihood they will fire you if the market should fall further.

That service is to equip your clients to address worst case scenarios.   You execute this by raising the WHAT IF scenarios and create contingency plans.  These scenarios need to include: (more…)