What’s the worst that could happen? Ask that now.
By Anthony Glomski
I wrote this series of posts to help successful entrepreneurs and their advisors learn how they can build on their impressive accomplishments and utilize their wealth to achieve even greater things going forward – for themselves, for their families, for their communities and for the causes they care about.
MORE: When Clients Want to Manage Their Own Wealth | Four Attributes Your Experts Need | How a Virtual Family Office Can Serve Your Wealthy Clients | Is Your Client’s Wealth Truly Protected? | Control the Level of Risk | How to Flip the Switch to Wealth Preservation | Three Ways to Work Together on Wealth | Five Challenges of Liquidating a Business
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The fact is, your clients should take their financial health as seriously as they take their physical health. One of the best ways to ensure that their financial plan is strong enough to withstand whatever the market, the economy and life circumstances throw their way is to perform a regular “stress test” of their financial plan.
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