Survey shows the effects of inflation and higher borrowing costs
Behavioural coaching once again added the most value
Tech, profound shocks have changed investor behaviour
Advisors play an important role in enhancing resiliency
More financing and advice is needed, a Scotiabank report suggests
Being empathetic and sharing facts can keep clients grounded during tough times
To ease client worries, advisors may need to be responsive in case of emergencies
A report from Greenwich says technology makes investing more accessible but no less complex
For clients making life changes during Covid-19, advisors are providing clarity
Sometimes your best approach is to refer your client to a lawyer or other professional