Nice mention in Investment News

I was quoted in Investment News today.  The article is "Client Advisory Boards Assume Greater Role in Wake of Crisis."

It's true - when the market is up, too many advisors and their clients are lulled into complacency.  Truth is, it can be harder to build your business during good times because EVERYONE is doing well.  When the markets drop, though, everyone starts asking whether the relationship they have is the right one.   And it is the advisor who is in closest touch with clients who retains the most, and attracts the most new clients and referrals.