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The President and CEO of Private Risk Capital Development Advisors discusses wealth protection during the coronavirus era.
It is abundantly clear that most of us have little understanding of how the coronavirus will impact our financial lives (let alone our actual lives and those of our family and friends). How far will the market drop? When will it recover? How many jobs will be furloughed or lost? Which industries will suffer significant and long-lasting downturns? What permanent changes will be embedded within the global and local landscape? Will people stop going to public or private events or even restaurants? What of the airline, cruise and hotel industries? How long will it take for our economy to recover, and in a time of trillions of dollars of debt, where and how will the U.S. government get the necessary capital to operate, let alone meet its existing debt obligations without initiating inflationary measures? These are just a tiny fraction of the questions permeating the minds of wealth distributors on Wall Street.
Read the full story here: https://csq.com/2020/04/bradley-barros-most-critical-risk-impacting-entrepreneurs-and-what-you-can-do-to-protect-your-fortune-family/#.X4cvlpNKjjB
The Early Lessons of Coronavirus and Wealth Protection
Clients need advisors who can lead them through these troubled times.
It is abundantly clear that most of us have little understanding how the coronavirus will impact our financial lives (let alone our actual lives and those of our family and friends). How far will the market drop? When will it recover? How many jobs will be furloughed or lost? Which industries will suffer significant and long-lasting downturns? What permanent changes will be embedded within the global and local landscape? Will people stop going to public or even private events or restaurants? What of the airline, cruise and hotel industries? How long will it take for our economy to recover, and in a time of trillions of dollars of debt, where and how will the U.S. government get the necessary capital to operate, let alone meet its existing debt obligations without initiating inflationary measures? These are just a tiny fraction of the questions permeating the minds of wealth distributors on Wall Street.
Read the full story here: https://www.wealthmanagement.com/high-net-worth/early-lessons-coronavirus-and-wealth-protection
Unlocking Client Gatekeepers
Getting to “yes” when your client’s trusted advisor blindly says “no” – overcoming objections from a client’s CPA or attorney is part and parcel of a wealth advisor’s experience.
While questions are both appreciated and necessary in an attempt at understanding, some protestations are devoid of intellect and beyond baseless. They often emanate from a complete lack of subject knowledge, an unwillingness to learn something new or an excess of hubris. Whatever the reason, one thing is certain: When faced with vacuous rejection from a gatekeeper, your client will suffer from another’s lack of care and breach of integrity, perhaps resulting in substantial loss, unless you can overcome the challenge.
By Bradley A. Barros and Steven A. Horowitz, Esq.
Read the full story here: https://www.wealthmanagement.com/client-relations/unlocking-client-gatekeepers