Over the last several months, advisors have been busy managing client expectations as the market has taken them unwittingly on a wild roller coaster ride. But as one advisor said on a previous episode in this series, this is when advisors really show their stripes and earn their pay.
As of this recording, the markets have taken a bit of an upswing. Yet tomorrow could be a totally different story. And this uncertainty is an inconvenient truth of the wealth management business. That is, some days it’s up, other days it’s down.
Still, it’s common for advisors to share that they are “uncomfortable” about considering a move when the markets are unsettled. But that begs the question:
Are you certain that the market is not an excuse for staying at a firm that does not allow you to serve clients best and grow your business?
As the saying goes, timing is everything—and that’s even more true in an unsettled market. So how does an advisor know if now is the right time to consider a change?
In this special Industry Update, Mindy Diamond and Louis Diamond explore the answer to that question and more, including:
A review of current movement and how it compares to other turbulent periods.
The types of questions advisors need to ask themselves to assess if now is the “right time” for them.
The potential benefits of moving during a choppy market.
Why some advisors should NOT consider a move now.
And if there is a “best time” to make a move.
Of course, serving your clients to the best of your ability in any market environment should always be the primary focus.
But there are some compelling reasons why market factors need not necessarily preclude you from at least considering whether or not the ability to support them is best accomplished at your current firm. Listen in to learn more.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
