Advice for novice advisors in tough times

Investment Executive
June 30, 2022.

Tell clients that bear markets are inevitable, but that tough times might not be as bad as the headlines suggest, experienced advisors say.

“The more calm and confident we are as advisors, the more confident our clients are going to be,” said Rosemary Horwood, Toronto-based portfolio manager and investment advisor with Rosemary Horwood Wealth, Richardson Wealth Ltd.

Investment Executive asked Horwood and Ledgister what they learned from previous tough times and their advice for rookie advisors.

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