Ask Angie
Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com.
I’m hearing more and more about inflation from my clients. Some think that hyperinflation is around the corner, and they want to position their portfolios in preparation. I feel very differently. But the last thing I want to do is offend or belittle them. (And I don’t want to lose all my credibility if it turns out they’re right and I’m wrong!) How would you suggest I navigate this situation?
We just hired a career switcher in her early 30s. We are targeting clients at a very specific company, and this person has a lovely personality and is coming from this target company. She has no investment or financial planning experience, but we’ll teach her that. I am excited about leveraging her talents, but we haven’t done this before. What are my blind spots?