Eden Lopez, Managing Director – Financial Advisor, RBC Wealth Management – US, has 25 years of asset management experience. She builds tailored portfolios to address the sophisticated financial requirements of the team’s client base of entrepreneurs, corporate executives, entertainment industry professionals, foundations and institutions.
The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.
Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.
"A shifting of priorities on the part of our clients, coupled with a creative and proactive approach by our team, resulted in even stronger client relationships," writes advisor Eden Lopez.
These conversations might be uncomfortable, but early intervention and planning can help prevent major financial disasters.