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66 - From Panic to Poise: Guiding Clients Through Market Volatility

TRAP: The Real Adviser Podcast

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Financial Insights and Market Challenges

This chapter focuses on the financial performance of St. James' Place, detailing their asset management figures and investment strategies. It explores the challenges faced by financial advisory firms in retaining clients amidst market volatility, rising costs, and demographic shifts. Additionally, the chapter touches on Warren Buffett's reflections regarding Berkshire Hathaway's performance and the implications of his significant stock sales.

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