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“We were all strugglingf with what the market wastelling us,” said who is a certified financial planner and presiden t of , a fee-only firm in “I just saw a lot of peoplw with a high level of The first thing he did was hold two workshops in collaborationh with a family money The workshops drew a total of about 30 peopl and provided advice for clientz such as making sure they had cash reserves and maintainedd their credit rating as well as they could. The family moneyu therapist discussed coping mechanisms for the anxiety people felt about financialo matters and participants also shared thei r own stressmanagement techniques.
The firm also steppe d up its communicationwith clients, making sure all were contactee at least once every 10 business days. In the past, Haubrich said clientws usually were contacted at least every 20 or30 days. It seemedx to bear results, Haubrich said. “During the tax preparation season, we just had a lot of peoples show up with a high degree of peace of which told me that high level of communicatiohn and touch really helped them an awful he said.
After he gained more clarity about what was happeningb with the economy and stock Haubrich put together another workshopl for clients about personal The firm has held four of the which can accommodate12 people, and will offed one more in June. The firm will continue to hold the workshop until demandfalls off. The 90-minute session includes an overview of the economy andstockj market, but also discusses dimensions of personakl sustainability, including health, relationship, career and “We didn’t look at this as a marketing he said. “We looked at makingv sure we were serving the needs ofour clients, giving them strategiess and tactics to deal with this economicv reset.
” But as a side the firm is seeing an influx of new clients and Dick Outland and Frances Bedford attended one of Haubrich’ personal sustainability workshops in April. Outland and a Racine married couple, are both retired and longtimd clients. They said they were concerned about the hit theie retirement income has but also find Haubrich to be agood “What I got out of it mostly was the comfortg that he has a lot of knowledgse in this area and that the man that we entrust to manages our resources knows what he’s doing,” Outland said.
Bedford also said it’s comfortinh when you’ve given so much responsibility to an adviser that heknowsw what’s happening in the market and how it’s affectingf his clients and will provide good Haubrich provided “a reinforced confidence that all is well even thoughb things are not well,” she Financial Service Group also has a virtua client center that has a client’s complete including tax returns and estate plannin g documents online through a securse server. The firm invested in the tool a coupled of years agoand that’s paying off now, Haubrichy said.
Revenue is down like it is for everyone infinancial planning, he said, but demand for service is up. Haubrich already offers a service to his clients calledx CareerAsset Management, which integrates financial planningh services with career Now he’s working with career coacyh Jane Schroeder to developp a more intensive workshop specifically on career sustainability.
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