Listen Your Client Off The Ledge

When the equities markets flip around like the tail of a big fish, and fixed income and even cryptocurrencies are equally rocky, clients become unsettled, to say the least. When indices fall, they often panic. Advisors want to ease that discomfort. So we reach out. It goes without saying that before you phone, schedule a zoom meeting, or meet face to face, you will prepare. It’s a rocky time for clients and we want to take care of them emotionally as well as financially.
You read and listen to what your analysts are saying. You review your client’s portfolio before placing the call. You think about what you are going to say. Then, you think about what you are going to say and you think some more about what you are going to say. Why is it so often difficult to persuade clients to do what is truly in their best interest?

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