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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 272: Market Volatility? Don’t Panic—Trust the Plan
Description: On this episode of the Trust the Plan Podcast, CFPs Nick Hopwood and Jim Pilat of Peak Wealth talk about why rising advisor attrition rates across the industry don’t reflect what they see in their firm. By focusing on strong client relationships, a team-based approach, and consistent communication, they’ve built a model that keeps clients engaged and supported for the long haul. It’s all about trust, continuity, and delivering real value beyond just investment advice.
From there, they turn their attention to another critical topic: managing risk in today’s unpredictable markets. With volatility making h...