A good advisor might talk about the down market as a 'buying opportunity.' But a great advisor can help their clients reset their portfolio for long-term financial success, even in the midst of a crisis.
These are stressful times for clients but also for advisors. How do they cope? Exercise, outdoor walks, even meditation—but mostly, commiserating with others who share their experiences.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Adam Weinberg of West New York, N.J., founder of Web Guy X, a digital marketing firm, and Relax with Adam, a meditation center, both...