10 Rules for Reassuring Clients in Volatile Markets

RELATED CONTENT

10 Tips for Discussing Down Markets With Nervous Clients

When the market drops, you need to stay ahead of the media scare and show your clients your real worth. Here's a plan of action.

Turning Negative Outlooks Into Positive Approaches

When experiencing uncertain market outlooks, FAs may want to start thinking about ways to project both positive attitudes and positive returns for their clients.

Turning Client Criticism to Your Advantage

Criticism can be tough to stomach—especially in down markets. But by learning to assess and respond to your clients' criticisms—without losing your cool—you'll improve the quality of your relationships and your services.

Be Careful What You Try to Predict

If you're going to build credibility with the people you meet every day, you need to tread lightly when making predictions. Refer to fundamental trends that are firmly in place, state your beliefs, then follow up with documentation.