Help clients stay calm in volatile times COVID-19 is creating significant change in the world and navigating through health concerns, economic uncertainty, and market turbulence is no easy feat. If you are human, you have likely felt some apprehension through it all.
A panel of top CPA financial planners shared their perspectives on:
- Putting the market volatility and outlook in perspective
- How they are communicating with their clients to bring calm
- The importance of having a financial plan and sticking to the long-term strategy
- Proactive planning strategies for clients who don’t want to sit still
- How they are taking care of themselves, so they can be the best for others