Remember the COVID recession? Back then, advisors needed to grapple with a spike in demand for services, constraints on capacity and a lot of client questions around how to navigate through economic volatility.
Simplicity, formerly known as Sawtooth, helped affiliates navigate the economic waves at the time. The guidance was extremely useful.
If another recession is looming over the horizon now, the guidance will be useful again. Luckily, Simplicity recorded the seminar.
Watch the video and learn how to choose the best managers during volatile cycles, how to factor for inflation and why small companies and active management do better after recessions.
And if you have additional concerns, the Simplicity team is standing by and eager to talk.