Editor's pick: Got financial concerns? So do your clients (LifeHealthPro)

By Lauren McNitt

Trust Project


Sure, economic times are gloomy. But you don’t have to take the numbers sitting down.

I have worked in financial services for over 17 years and have owned my own firm since 2001. In all my years, I have never seen so many people too paralyzed to act because they don’t know what is going to happen next.

Will the economy ever recover?

Are taxes going up?

Can I trust the stock market?

I understand how they feel. I ask myself the same questions, and there are no real answers.

But you can help your clients make the most of their financial life just by opening your mind. Here are some strategies you can share today to help improve your clients’ long-term financial health in a recession and beyond.

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