EPISODE · Nov 21, 2018 · 19 MIN
Episode 47: Client Concerns In A Falling Market
from Plan For Life Now · host Capitol Retirement Strategies
In light of the recent market losses, Dave and Steve try something new. In this episode they role play a conversation with a client who wants to sell their stocks until the market “gets better”. Listen to find out what advice they offer and how it might apply to your situation!
What this episode covers
In light of the recent market losses, Dave and Steve try something new. In this episode they role play a conversation with a client who wants to sell their stocks until the market “gets better”. Listen to find out what advice they offer and how it might apply to your situation!
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Episode 47: Client Concerns In A Falling Market
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