The Greatest Challenge Any Client (and Therefore You) Will Ever Face

The Greatest Challenge Any Client and Therefore You Will Ever Face

Sticking with the plan despite tough market conditions is the greatest challenge both you and your clients will face. That sudden drop in cabin pressure when the markets fall is the acid test of your relationship building skills. If you aren’t prepared ahead of time, neither will your clients be.

Whether your clients will stay the distance depends on you.

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Be Prepared – Don’t Ever Run and Hide

Be Prepared - Don't Ever Run and Hide

What do you do when the market takes a turn for the worst? Do you wait for the storm to pass and simply do nothing – or do you reach out to clients and reassure them things will get better? According to recent research carried out by Financial Advisor Magazine failure to communicate with clients on a timely basis is the number one reason advisors lose clients. The upshot is you need to be prepared to talk to clients both in the good times and the bad times.

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