Finance Specialist: Plan for the worst, hope for the best
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Finance Specialist: Plan for the worst, hope for the best
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In this episode of Finance Specialist, Trent Carter and Jack Campbell discuss the importance of prudent financial planning in an uncertain economic climate, balancing optimism with preparedness.
Carter reinforced why you should never count your chickens before they hatch. Brokers should avoid guaranteeing rate movements and instead prepare clients for multiple scenarios.
While many were caught off guard by the decision, it’s important for brokers to help clients focus on controllable factors, rather than speculation.
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