Bernie Clark is executive vice president of Advisor Services for Charles Schwab and a member of the firm’s executive committee. He started at the firm in 1998, after working for Salomon Brother and Deutsche Morgan Grenfell.
Continue to be there for your clients. In times of volatility and uncertainty, that means being there to give clients the confidence they need.
We all know that personal well-being takes center stage right now with everything else in the subscript.
Advisors must focus on their clients’ personal well-being while keeping a watchful eye over their finances.