/ by Don Connelly / Managing the Relationship / 0 comments
Naturally your clients read the papers, watch the news, and use the internet to see what’s happening to their investments, they’re interested. And there will be bumps in the road. Keeping clients fully invested in the face of bad news is hard to do, so how do you get them to grin and bear it?
When someone sees their portfolio go down it’s your job to refocus them on the road ahead.
Read more
Why Both You and Your Client Need the Skill of Visualization
/ by Don Connelly / Managing the Relationship / 0 comments
Naturally your clients read the papers, watch the news, and use the internet to see what’s happening to their investments, they’re interested. And there will be bumps in the road. Keeping clients fully invested in the face of bad news is hard to do, so how do you get them to grin and bear it?
When someone sees their portfolio go down it’s your job to refocus them on the road ahead.
Read more