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Advising Clients During Market Uncertainty Logo aicpa

  Lori Luck, David Stolz |   Free |   AICPA |   26 Aug 2016 |

This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider. 

Lori Luck, CPA/PFS and David Stolz, CPA/PFS share how the CPA financial planner plays a critical role in providing perspective during times of market volatility and how they can have a calming effect on their clients. They can empower clients by helping them sort out what they can and cannot control, which often provides relief in uncertain environments.

Topics covered:
  • Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Foundational

1 Comments/Reflections

Robert Hulmes

Robert Hulmes Jan 2018

very interesting article