How do you help clients plan for unexpected changes in their financial situation?

@arch_roberts In my previous role as a financial advisor, I would begin by assessing the client's appetite for risk and their current financial situation. From there, I would create a plan that included emergency funds, insurance options, and diversification of their investments. This would help to mitigate potential losses and provide a buffer in the event of unexpected changes. I would also consistently touch base with clients to ensure their plan is still aligned with their goals and adjust as needed. Communication and transparency are key in ensuring clients feel secure in their financial future.