Financial advisors should take advantage of volatile markets as an opportunity to use their knowledge to reassure clients and keep them on course.
January 31, 2016
Financial advisors should take advantage of volatile markets as an opportunity to use their knowledge to reassure clients and keep them on course.
January 31, 2016With markets caught in the bear's swooping claws, now is the time to contact clients and demonstrate that you are on top of matters
Remind them that market movements are cyclical
Some clients will worry more than others. Your job is to reassure them
In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients. See also: Outlook 2016.
Ease your clients' concerns about market turbulence by explaining that it is a normal market phenomenon and that you are looking out for their best interests. You should be discussing potential volatility when markets are stable
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