Like others, Christopher Clepp has found that staying active has played an important part of his daily routine while working from home. Beyond the activity recommendation, I really appreciate Christopher's perspective on the time he is able to spend with his 20-month-old son. It sent me down memory lane, as you'll see, when he spoke about never having the time he's currently able to spend with his son if life were back to normal.
We also went down the path of talking about the role of risk tolerance questionnaires and software; we both agree they are best used as conversation starters and that risk tolerance is fluid depending on what is going on in our clients' lives.
Be sure to subscribe to the YouTube channel--I have a bunch of conversations lined up with other advisors in the next few weeks. There will be a ton of great information and best practices shared in these episodes. You won't want to miss out!