After 25 years as a financial advisor and more than 25,000 client meetings, Jerry Davidse reflects on the lessons that have shaped his career, his relationships with clients, and his outlook on the future.

From the tech bubble and the global financial crisis to COVID and countless other periods of uncertainty, one lesson has remained clear: successful financial planning is not just about money. It is about helping families stay calm, disciplined, and focused when emotions and headlines make that difficult.

In This Video:

• What 25 years as a financial advisor has taught him

• Why financial planning is ultimately about people, not just money

• Lessons learned from major market events like the tech bubble, the financial crisis, and COVID

• Why emotional decision-making can be one of ...