Rebuilding Client Confidence in Stocks

RELATED CONTENT

Talking About Expected Returns With Clients

Tackling important retirement planning topics with your clients—such as when they can retire and what kind of lifestyle they can expect—means you need to effectively address expected returns. Here's how to do it in a way that breaks through all the hype and spin they have heard in the media.

Restore Client Confidence in the Market With This 5-Part Conversation

Most of your clients are understandably disenchanted with the markets right now, but the truth is that many of them won't be able to reach their retirement and financial goals without holding stocks. See how to sweeten the sour taste in your clients' mouths and get them to buy back into equities.

Debunking the Myths of Market Underperformance

There's enough negativity in the media to shake anyone's confidence in investing, and oftentimes accuracy is replaced by sensationalism in order to sell copy and hook viewers. Set your clients straight on these market performance myths, which are perennially distorted by the media.

Warren Buffett on Investing in a Climate of Fear: A Letter for Clients

Use this letter template to give your clients perspective on market happenings in 1Q and instill confidence by reacquainting them with your investment philosophy.