Financial Advisors Step Up During the Shutdown

We circled back with several financial advisors interviewed for Proactive Advisor Magazine to see how they have “stepped up” to meet client needs during this most difficult period for all.

While all of these advisors saw the current societal challenges as extraordinary in the context of the public health crisis, they also saw them largely as another—albeit unprecedented—opportunity along their continual mission to place clients’ needs first.

Click Here to Read the Full Article written by Katie Kuehner-Hebert, featuring Adam Koós, CFP®, CMT®  on Proactive Advisor Magazine.

Categories: Adam Koos, CFP®, CMT®, Educational Articles, Published Articles

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