Navigating Through The Storm: Effective Strategies To Help Your Clients Prepare For Market Uncertainty
Preparing for market volatility can be a difficult and emotional journey; especially for clients who are unfamiliar with this and other financial nuances. Although we can never prevent or control clients from becoming nervous, having some techniques readily available...
The Impact of Record Inflation on America’s Retirement Savings
It’s no secret that the U.S. has experienced record levels of inflation in recent years, and the effects have been far-reaching. Unfortunately, one of the most heavily impacted areas of Americans’ financial lives has been retirement savings. A recent survey...
Learn from the Pros: 4 Top Tips for Rookie Financial Advisors
As financial advisors, it can be difficult to know what you don’t know when you’re just starting. From understanding the different types of wealth management products to figuring out your niche in the industry, there are a lot of things to consider when...
Investing Milestones: Helping Clients Reach an Optimal Retirement
Is a million dollars enough for your clients to survive? If you’re a reader of The Wall Street Journal, you may have recently seen an article in their Personal Finance section highlighting retirees living with less than $1 million saved. Most people have a...About Author
Eric Bruno
Eric Bruno has worked with DFS Marketing since 2017 and is currently National Sales Manager, where he works with independent financial professionals to help them protect their clients. Prior to that, he was a senior account manager for four years, working with agents and advisors across the country selling fixed indexed annuities. After doing over $400 million in premiums, he was nominated for, accepted, and successfully completed the AmeriLife Management Development Program.
Connect with Eric on LinkedIn.
