Finance Specialist: Plan for the worst, hope for the best

Carter reinforced why you should never count your chickens before they hatch. Brokers should avoid guaranteeing rate movements and instead prepare clients for multiple scenarios.

While many were caught off guard by the decision, it’s important for brokers to help clients focus on controllable factors, rather than speculation.

Want to see more stories from trusted news sources?
Make Broker Daily a preferred news source on Google.