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Economic Commentary
The Perfect RIA
Empowering Clients through Providing Control
Advisors should focus on discussing decisions clients can make, rather than external market factors outside their control. By emphasizing what clients can control, such as cash flow and strategic planning, advisors empower them and reduce feelings of helplessness and frustration. Clients need reassurance that their long-term plan is intact, and providing them with tangible tools and strategies to manage their investments helps alleviate concerns and keeps them focused on their financial goals.
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