There’s lots of talk these days about how advisors can best reach out and strengthen their reputations and businesses during the economic turmoil. Mitch Kauffman, CFP, of Raymond James Financial Services has developed a method that seems to work — in good times as well as bad.
The Pasadena, Calif.-based advisor has been offering a series of seminars for the general public at Pasadena City College and at schools in Santa Barbara, Calif., too. He works in tandem with his wife, Joanne Moran, a clinical psychologist.
Their latest series, held in late April and early May, was entitled, “How to Survive an Economic Meltdown Both Emotionally and Financially.” It included themes such as: how to succeed during the financial crisis, how to decide when you can afford to retire, how to get your savings to last through retirement, how to deal with financial and other forms of stress, what really makes us happy and how to shift emotional gears in our careers and relationships.