Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we can learn from a year like this. Specifically, from a client management standpoint. Let’s discuss diversification and see what approaches we may want to take in 2023.
Here are some of the things you’ll learn in this episode:
Should we peel off gains in the oil and gas sectors? (3:51)
We should reevaluate risk tolerance with clients. (7:01)
Navigating difficult conversations with clients. (13:22)