No matter how strong your message, clients get distracted. Never has this seemed truer than in the last few years. With their eyes on the volatile market, it is difficult to keep clients focused on a vision of the future.
In fact, in the latest Russell Financial Professional Outlook, 78% of advisors reported that clients were worried that economic uncertainty would keep them from reaching their goals. At the same time, 49% said many clients were unwilling to take on enough risk to meet their goals for investment returns.
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