• Helping our clients (and ourselves) through this Bear Market

  • Jun 17 2022
  • Length: 31 mins
  • Podcast
  • 5.0 out of 5 stars (1 rating)

Helping our clients (and ourselves) through this Bear Market

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  • Summary

  • Dr. Charles and Dr. Brad discuss 7 ways advisors can help their clients through this difficult market, including steps that financial planners can take to care for themselves and make the most our of this challenging time in the market. The conversation meanders from zombies to dogs to new initiatives related to the Psychology of Financial Planning. 
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