We usually talk about Paul Latham being a time traveler as he gives us a look into the future. In this episode, Paul spoke about how he would navigate his firm with the challenges being faced today during these uncertain times.
His response was simple, yet powerful, and suggested Advisors do two things:
- Focus on the here and now
- Start building a game plan behind the scenes for the future
If you want to be the Most Relevant Advisor, you have to make this time as easy as possible for your clients. Watch the video to learn HOW.