The Household Balance Sheet: A Quick Planning Tool to Measure and Manage Client Finances

As many financial planners have discovered over the past few years, unsettled markets mean many nervous phone calls and emails from clients. Investors want to know why their investments may be down and when the turmoil will stop. Of course, no advisor can predict the future and many are therefore left with little more to offer than general reassurances. They have nothing in their toolboxes to relieve or lessen the client’s anxiety – and that can lead to unpleasant conversations.

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Comments (1)
To understand the business has really become troublesome people who do not work out on correct advice efficiently lag behind making it difficult for them to
understand investment plans correctly and encapsulate everything in the direction of good profit. These all points are greatly reflected in your blog making it effective for reader's thanks for sharing it.
Posted by tasha123 s | Friday, July 12 2013 at 4:18AM ET
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