Bob Veres mentions a way to add significant value to clients who are facing challenges in life. In the Sept. 2020 issue, you will find this technique discussed along with the following articles:
When people encounter stressful transitions or environments like the current one, they lose cognitive function. Start by “getting on the balcony” to see the big picture, and help clients defer potentially disastrous decisions.
Portfolio Management: A high-end portfolio management software solution is profiled at a midsized price.