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#38 Protecting Your Clients' Investments In A Down Market

Mark Mitamura is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses.

In this episode, Brian and Mark discuss:

  • Financial Advising is Really About Marketing
  • Using Blackrock’s Aladdin system to Build Resilient Client Portfolios
  • Planning Client Portfolios During A Down Market
  • How Often Should You Talk To Your Clients?
  • The Benefits of Working with Clients You Enjoy 
  • Growing Your Company During A Pandemic

LinkedIn: https://www.linkedin.com/in/markmitamura/

Website: https://www.reserveinvestments.com/

Facebook: https://www.facebook.com/ReserveInvestments

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