Home In Depth Special Reports Navigating volatile markets

Navigating volatile markets

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

Brace your clients for volatility

With markets caught in the bear's swooping claws, now is the time to contact clients and demonstrate that you are on top of matters

  • February 1, 2016 November 9, 2019
  • 00:00

Dealing with anxious clients

Remind them that market movements are cyclical

  • January 26, 2016 November 17, 2019
  • 14:45

Communicating with clients during times of volatility

Some clients will worry more than others. Your job is to reassure them

  • January 25, 2016 November 17, 2019
  • 10:15

A letter to clients: Why I’m optimistic about the future and you should be too

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.

  • January 21, 2016 November 9, 2019
  • 10:40

The “volatility” conversation

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

  • October 25, 2015 November 9, 2019
  • 23:00