Client concerns

Financial concerns your clients are facing—and how you can help

Financial concerns your clients are facing—and how you can help

Financial concerns your clients are facing—and how you can help

Piggy bank

Your clients depend on you to help them find the best path toward their financial goals

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The good news is that three-quarters of investors working with an adviser are confident that they will be able to achieve long-term financial security, according to a recent study.*

But roadblocks and detours inevitably pop up along the way, along with periodic anxiety about the investment environment. Clients look to you for education and guidance to keep them on track.

*Source: Northwestern Mutual, Planning & Progress Study 2022, https://news.northwesternmutual.com/planning-and-progress-study-2022.