
Blog
Feb 16, 2021
Financial Advisors: Talk to Your Clients About LODAS
When I was a financial advisor, the first quarter was dedicated to meeting with clients to review their accounts and plan for the year. While I talked with clients regularly on the phone and by email, I set aside time early in the year to sit down and have candid conversations about market conditions, life changes, assets clients wanted to keep or let go and any changes to their financial goals.