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 based in New York City.
While there is much financial advisors cannot control about their professional trajectory at the moment, there are some important points to focus on to stay on track.
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.
