Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns.
Your market advisor should be able to identify those concerns and create a plan of action based on that information.
In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to manage them. Plus, how his financial outlook has changed as he aged.
David and Norton discuss:
How he is adapting to financial concerns to prepare his clients for potential issues
Modern technology and its potential misuses in the future
The different mindsets of clients based on their age
Norton Stern assists Synergy Capital Solutions as a specialist in institutions and charitable foundations. He began his financial services career in 1969 creating a diverse and multi-layered scope of experience. He also works with individuals and families to continually monitor and provide individualized plans. Prior to joining Synergy’s predecessor firm, he was the registered principal and president of Franklin Financial Investments, LLC. Norton holds the Series 1, 24, 63, 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.
In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.
Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.
In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times.
In this episode, you will learn:
How historical events have helped Synergy Capital Solutions prepare their clients for market fluctuations
Why today’s investors are more prepared for a market crash than in the past
Why the coronavirus is not the only thing that’s impacting the markets
Why it is important to have a strategic plan
What you can do to get through the market changes
Tune in now to learn how the markets are being affected and what Synergy Capital Solutions does to help clients during tumultuous times!