I once again wanted to thank you for coming down to Florida to share your wisdom and thoughts with my clients.
Last year you gave your Washington Update presentation to my clients. At that point in time there was a lot of fear and uncertainty due to China, Brexit and the upcoming election. Your insights and delivery of your analysis was well received and allayed many fears. What is astounding is that not a single client who attended your presentation veered off of their financial plan this year! By presenting material that clients were able to respond to intellectually rather than emotionally, clients were able to make more informed and rational decisions, and thus are more focused on achieving their comprehensive financial plans and objectives.
I also appreciate your ability to walk the very narrow line with regards to sharing the impact of this recent election. All of my clients were relieved to have this discussion with you because they were afraid to share their concerns and fears because they didn’t want to be viewed negatively by their friends, family or peers. Your neutral conveyance of the political landscape and ramifications allowed our clients to bring down their anxiety and stay the course with their financial plan.