Advisers across the country are preparing for their own clients' concerns, emotionally and financially, in the aftermath of the Sept. 11 tragedy. Following the annual National Association of Insurance and Financial Advisors conference in Salt Lake City, Utah, advisers said they anticipated an increase in phone calls from clients who are either worried about unfinished financial matters or just need some reassurance. But for now, many said it's been quiet on the home front. "People are still going to be in a period of shock," said Tom Fowler, an advisor in Bellevue, Wash., and NAIFA trustee.
When the calls do start coming in, Fowler said, he would remind clients of the long-term investment strategies already in place within their portfolios.