Updated February 7, 2025, at 11:02 AM
It seems as if the music will never end in this current market. Your clients continue to receive (what appears to the novice) good news daily, and momentum is in full play. Let’s not forget your clients aren’t professionals for the most part and need more of your time, whether they realize it or not. Most readers have heard the adage, “Be careful to not get ahead of your skis.”
We believe this is starting to be the case for many retail clients. Nothing seems to derail the retail investor as early signs of euphoria appear. Advisors know times like these are exactly when clients need them most. Three things clients will certainly need: talent, education, and offerings.