Is Your Advisor Ready for a Crisis?
What happens when a financial crisis hits?
This short explores a hypothetical scenario where a family's advisor relationship was tested by a business disruption. A Sound financial strategy is neither brittle nor chaotic , and a sanctuary-based relationship enhances crisis navigation because the advisor has a pre-existing authentic relationship with the family. This shows that authentic financial planning doesn't just build wealth—it strengthens relationships around money.
Listen to the full episode: https://www.safesimplesound.com/podcast-episode-63/
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.