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Richard Dobson Jr., CFP
Richard Dobson Jr., CFP
in MDRT EDGEMar 2, 2021

Economic expectations for a pandemic recovery – follow the (behavioral) science

MDRT members know it is critical to help clients use wisdom, not emotion, to dictate their investment strategy. But how do you do this during particularly difficult times, and how can you make sure that your recommendations are received through the worry? Dobson shares key historical moments and expert strategies to better understand client concerns and address the importance of equities in new, timely ways.
Financial planning
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Author(s):

Richard Dobson Jr., CFP