Don’t Lose Clients Because They See You as Inactive

RELATED CONTENT

6 Ways Million-Dollar Advisors Keep and Add Clients in Awful Markets

Lessons from 2008: Every day, the grinding market downturns generate new potential prospects unhappy with their inattentive advisors. They’re much more likely to switch advisors now than in an up market. So use this bear market to your advantage. Solidify your current client base by adapting these six steps to your practice—and you’ll draw in new ones in the process.

Protecting Clients Against Deflation

Massive government stimulus almost guarantees that the economy will be subject to some kind of deflation, followed by other forms of "—flation" that are equally problematic. Here are some suggestions for protecting clients' portfolios against deflation, inflation, and hyperinflation.

Discussing Really Down Markets With Really Nervous Clients

Lessons from 2008: Even the staunchest investors may be flinching these days. Here’s how to preserve the ties that bind with your most valued A-list clients.