No one ever said staying afloat in a down market is easy. To survive and come out on top, you’ve got to think smarter, harder, and with more creativity than the next guy. For Jay Grubb, a financial, retirement, and estate planning specialist with Key Financial Partners in Gwinnet County, GA, taking advantage of these attributes can turn a tough market into a golden opportunity.
Undoubtedly, one of the first concerns on the minds of clients in a shaky economy is, “Will I lose everything I’ve planned for?” Grubb suggests take the lead on calming your clients’ fears: “Go over your clients’ plan again to reassure them that they are still on course. I always show them if they stayed in their previous investment how much money they would have lost if they didn’t make a change.”