February 11, 2012 
         

New Podcast Offers Advice on Current Market Volatility



Richard W. Sawyer, CFP, CLU, ChFC 2008-2009 Boomertirement Committee Chair
Tuesday, September 23, 2008

The current tumultuous market activity has unquestionably changed the American financial system.  The American public – namely our clients – often react to media coverage, which can cause them to make impulsive and detrimental financial decisions.  We have a role as advisors to guide our clients through these times of uncertainty in order to minimize the negative impact that is done to the portfolios we’ve worked so hard to help them build based on their goals – both short-term and, especially, long-term. 

 

A recent podcast, “Tackling Economic Uncertainty” presented by 8-year MDRT member Gregory B. Gagne, ChFC, lends advice on just how to offer our clients clarity so they can weather the current economic “storm.”

 

Visit the podcasts page of the MDRT Boomertirement Web site at http://www.boomertirement.com/members/memberpodcasts.html to listen to exclusive member-only podcasts on your computer, or download them to your iPod or mp3 player.

 

Then, please share your thoughts on the podcast and any others via the comments section here on our member Blog.


READER COMMENTS
Christopher Lim, CLU, ChFC
Friday, November 14, 2008

Our Clients look up to us for trusted advice and offer sound financial planning.

Richard, recommendation to plan for the long term goals, follow by medium term and short term ones is a good way of life planning. I am glad to have the opportunity to learn from you during our last committee meeting. You hand out a list of questions to prospective clients before you start any recommendations.

Glad to work and learn from you.






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