Halloween is less than a week away, and if you’ve got young kids like I do, your house is probably well into the preparation of costumes, and all the excitement that comes with the prospect of free candy. Although Halloween costumes today aren’t as scary as they used to be, watching my kids get ready to dress up and scare away spooks has me thinking about some of the things that keep our clients up at night.
Here at Family Financial Partners, we are proud to be able to say that the majority – nine out of 10 – of new clients who come in to have initial conversations with us do end up choosing to work with us. To be perfectly honest however, we’d prefer to bat a thousand. We’ll always keep striving for perfection, even if we know we’ll never get there.
Any of you who know me well know that I have no qualms with the idea of asking someone to work with me and my team at Family Financial Partners. After 20 years in this industry, I know that pretty much everyone I talk to already has a financial planner or team that they work with. I also know that the majority of the people I talk to are being underserved, or they’re not happy with their current investment portfolio.
When it comes to October and the stock markets, well, this can be a spooky month for investors. We’ll be observing the 20th anniversary of Black Monday in a couple of weeks on October 19, as well as Black Thursday, which took place on October 24, 1929, and set things in motion for the Great Crash of Black Tuesday, on October 29, 1929.
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