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Managing Stress for FAs and Clients in Turbulent Market Periods

Both advisors and clients can feel tested during times of volatility, but not at Integrated Partners. Our advisors know how to handle it and have gotten their clients prepared for market inevitabilities our Senior VP of Financial Planning Raymond Lucas, CFP, explained to Wealth Solutions Report.

But advisors who weren’t happy with their firm before are certainly looking for the door during times of market volatility. Our Chief Growth Officer Rob Sandrew gives some insights for advisors thinking about making a transition View Full Article >>


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