It’s debatable whether or when we’ll actually arrive in a truly post-pandemic world, yet many are hopeful that there is light at the end of the tunnel. But will things return to “normal?”
The pandemic brought unprecedented changes and disruption that will leave a lasting mark, and ongoing market volatility and global uncertainty will likely continue to impact investors for the foreseeable future. A new normal for your clients may also include new personal goals that require a different approach to their financial strategies.
Now is an opportune time to help clients identify any new priorities in life and assess their retirement goals to ensure they align.
Here are five questions to help you start the conversation with clients.Read More