Ron Carson, CFP, is founder and CEO of Carson Group, which includes Carson Wealth (started in 1983), Carson Coaching and Carson Partners.
His latest book is “Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future.”
As we’ve been continually reminding our advisors over the past month, planning matters. There is a real opportunity that has been created out there for advisors to leverage a planning-focused mindset and be proactive with clients.
Reinforce risk tolerance — make sure your clients are aligned with their risk tolerance and risk budget.