Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Portfolio > Investment VIPs

Lessons from 2008

X
Your article was successfully shared with the contacts you provided.
  • 40% — Percentage of advisors who said they were able to strengthen client relationships in 2008.
  • 33% — Percentage of advisors who said their clients learned in 2008 they can handle volatility if they focus on long-term goals.
  • 28% — Percentage of advisors who said 2008 taught their clients the “value of their strategic personal advice versus investment-only perspective.”

Source: SEI