How to Help Clients Make Rational Decisions When It Feels Like the World Is Falling Apart

These days, it seems like we lurch from one crisis to another. As a result, our anxiety can result in trading long-term results for short-term comfort. While every crisis is unique, there may be characteristics that are common to all crises regardless of their origin. A historical perspective can help us persevere during uncertain times.

Learn:

• The lifecycle of a crisis
• How to avoid impulsive investment decisions
• 3 steps to help clients stay focused on their long-term goals