CEG_PreeminentAdvisor_Episode_002

For Financial Advisors Today, Volatility = Opportunity – Episode Two The levels of confusion and volatility that advisors’ clients are experiencing today are off the charts. High inflation that hasn’t been seen in decades, rapidly rising interest rates, concerns about the health of the entire banking sector, the ongoing war in Ukraine—the list goes on and on. Many investors—particularly younger ones—have never had to deal with so much uncertainty and how it could impact their financial lives. For advisors, this confusing environment spells opportunity—the opportunity to deepen relationships with existing clients as well as attract new clients in need of advice and leadership.