Straight Talk From Clients
A roundtable discussion moderated by Sallie Krawcheck reveals how clients relied on their Financial Advisors to help weather the recession, reassess their financial priorities and keep their long-term goals on track.
October 19, 2009: A roundtable discussion moderated by Sallie Krawcheck reveals how clients relied on their Financial Advisors to help weather the recession, reassess their financial priorities and keep their long-term goals on track
Last year's historic market downturn left many investors anxious about the state of their finances. But when Sallie Krawcheck, president of Global Wealth & Investment Management, sat down recently with six longtime Merrill Lynch clients, they had more positive stories to tell — ones that hinged on their resilience and their hopes for the future.
These clients voiced a broad range of concerns, raising questions about the market volatility and its impact on their long-term financial goals, their philanthropic efforts, their ability to fund the educations of future generations and their commitments to establishing family legacies. But what also emerged from the conversation were affirmations of their optimism about the market's recovery and future economic prospects, and a renewed appreciation of the crucial role their Financial Advisors continue to play in their lives.
In this video, Krawcheck leads a discussion in which clients reveal their personal investment goals, how their priorities may have changed over time and the role their Financial Advisors played in helping them remain flexible enough to continue pursuing those objectives. Hearing clients describe the creative solutions that emerged from their collaborations underscores the value of these enduring relationships.
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