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Working Smart

By Lee Rossini

Although many financial advisors are feeling that they may have come through the worst of the COVID-19 crisis relatively unscathed, now is the time to be most vigilant. Research indicates that, as unlikely as it may seem, during a downturn in the market is when clients are most likely to make the decision to change their financial advisor. The reasons for doing so are many and varied; clients may feel that their financial advisor failed to monitor and rebalance their portfolio or they did not communicate with them regularly during lockdown. When clients have suffered a major setback, they also sometimes feel the need to make a fresh start by moving to the financial advisor their brother, friend or colleague swears by. Another reason is the need for a second opinion as many clients are asking themselves whether they have received the best advice in the circumstances.  

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