By Michael Landsberg, CPA/PFS, AICPA guest blogger
There are a lot of unknowns related to the COVID-19 crisis. Your clients may be feeling stressed and even uncertain about their financial future, and are likely asking questions:
-When will things stabilize?
-When will the market volatility be behind us?
-How will my retirement goals be impacted by everything going on?
-Although no one has all the answers, as a CPA financial planner, you have a strong relationship with your clients, vast knowledge of tax and planning strategies and you offer objective advice that is in your clients’ best interest.
It’s important to proactively talk to your clients about their concerns and fears, connecting with them by carefully listening and then guiding them as you’re so well-equipped to do.
I’ve been reaching out to my clients to see how they are coping, so that I understand their top concerns.
Retirement concerns are high on the list.