'Tis the season for year-end client meetings — and social gatherings where you might mingle with clients. What are they asking?
While the stock market has been partying most of the year, change could be ahead. Interest rates have started moving down. Some people worry, “Is the party over?”
In a recent survey, Natixis Investment Managers asked advisors about the questions they heard from clients. A little preparation on important topics can help you listen to your clients, understand their concerns and address them.
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