By Antoinette Rodriguez
If you've been in the financial advisory business long enough, you've seen this before. The ups and downs of the markets. The media talking up unprecedented or historic events. Wall Street not expecting the news. The predictable response to your business is that massive market turbulence causes commensurate massive (or just plain anxious) telephone calls from (or to if you're proactive) clients.
The themes of financial advisor to client conversations should include empathy, reassurance, and education. Watch the 35-second video below for specific talking points about what you should say when your clients are freaking out about the markets.
The themes of financial advisor to client conversations should include empathy, reassurance, and education. Watch the 35-second video below for specific talking points about what you should say when your clients are freaking out about the markets.
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