The Opportunity Of A Lifetime
As financial advice professionals, we derive a great deal of professional and personal satisfaction and pleasure from genuinely helping our clients meet their needs, maximize their resources and successfully achieve their long-term financial goals.
With that thought in mind, there’s currently a uniquely attractive, worldwide unmet client need that’s emerged over the last 15 years that you can meet and benefit from.
This global unmet need represents a true opportunity of a lifetime for financial planners and advisors who first recognize it, and are then willing to be among the first to step-up and help clients meet their critical need to better understand, demystify and manage uncertainty, volatility, risk in a user-friendly way. Doing so has the additional advantage of transforming elevated investor concerns about instability, uncertainty, volatility and risk from business impediments and frustration into powerful business building forces.
With the uncomfortable feeling of people around the world running rampant that we and our world are speeding off into the future like an “unguided missile” with more speed than control, the opportunity to help investors better understand, demystify and deal with uncertainty and risk has never been greater.
Hopefully, this review has helped you appreciate the fact that better understanding and demystifying risk is easier that you may have thought. In addition, I hope it stimulated your interest in learning more about how you can help your clients, yourself and your business by better understanding and managing the ever-evolving risks of our increasingly less certain world.
Michael T. Carpenter is a 35-plus year veteran of the investment business and the founder of CarpenterAssociates, a Boston-based strategy, sales, marketing, professional development and risk management consulting firm. Carpenter is the author of The Risk-Wise Investor: How to Better Understand and Manage Risk.