The Recession Left Wealthy Families Much More Sensitive To Macro Risks, Gloomy About The Future Hot

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It seems that in the post-2008 world, 73% of the rich are bearish on the global markets and a full 90% think the global economy is in trouble.

 

Survey participants apparently curbed their more ostentatious spending habits. They're more worried about violence in the streets than cyber crime. And 38% think they're worse off now than they were a year ago.

 

Granted, poll sponsor Insite Security has a competitive message here, since the company makes its money selling security services to the elite.

 

But if the biggest and best clients truly do see the 2008-9 credit crash as a sea change and not just another bit of market surf, then advisors need to deal with that. 

 

Plenty of advisors checked their clients' risk tolerances in the months after Lehman Brothers went down. But have you had any really in-depth conversations about risk after the markets recovered?

 

Are your best clients better off today than they were last year? If so, then maybe they need to be reminded.

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With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

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I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific