State of the Mid-Year Review

Things may be starting to look up in the markets, but fear, anxiety, and uncertainty are still affecting many investors and, likewise, many of your clients. Now that we've reached the halfway point of the year, a mid-year review can rid clients of those negative emotions by putting their situations into perspective and reassuring them that you're on the case. Join us as we welcome guests Dan Richards and Terry Hill onto the program and hear them give their advice on the role a mid-year review can play and how it should be conducted.