Coming fully prepared for the first meeting with your financial advisor makes for a more comfortable, efficient, and rewarding experience. But what should you bring to your meeting?

In this episode of Beyond Your Money, Mike Dukovich dives into the client experience, unpacking his process and how he helps clients and prospects prepare for the first meeting. 

In this episode, you will learn:  

• Why it’s important to understand the client experience, and how it helps both client and advisor
• Everything Mike covers in his initial consultation meetings and how he prepares prospects and clients
• The three different phases of the client experience
• And more!

Tune in now to learn how to prepare for your first meeting with Mike Dukovich. 

Resources:  RBC Wealth Management | (724) 933-4446

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We’re always going to have periods of market volatility. Having a plan in place can help prevent emotions from dictating your decisions. 

In this episode, Mike Dukovich tackles the topic of market volatility. He uncovers 11 tips to help you stay sane during moments of volatility spikes, why it’s important to plan and not allow emotions to dictate your decisions, and how volatility is typically measured.

In this episode, you will learn:  

• What marks a correction in stocks
• What is a correction versus a bear market
• How we measure volatility 
• 11 tips for dealing with a volatile market
• Why having a plan and diversifying can help you during volatility spikes
• And more!

Tune in now to learn more about handling volatility!

Resources:  

RBC Wealth Management: (724) 933-4446

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | RSS | More