How Financial Advisors Should Manage Emotional Clients

How Financial Advisors Should Manage Emotional Clients

People aren’t rational. We’re all creatures of emotion. Good salespeople bear that in mind. Whatever your training and education, as financial advisors, we’re not engineers. We’re not technicians. Not in the sales interview.

We deal with people first.

Not numbers. Not machines.

Advisors who understand this are going to do better than advisors who don’t.

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How to Prepare Your Clients for The Next Market Correction

How to Prepare Your Clients for The Next Market Correction

The Natixis Investment Managers 2018 Global Financial Professionals Survey revealed that 57% of advisors believe investors are unprepared for a downturn. This illustrates how difficult it is to convey the nature of turbulence to clients – and that volatility is an unavoidable part of the investment process.

Take the lead – prepare and educate your clients on the nature of market volatility. Then it will be far easier to counter their anxiety when the next market correction comes.

Here are 5 things you can do right away.

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It’s The Little Things That Add Up in The Long Run

It Is The Little Things That Add Up in The Long Run

Having big ambitions is great – but if you want to achieve your long-term goals, you need to know there’s no rapid escalator to success. Only by learning the art of self-discipline and taking small and consistent steps will you reach your ultimate target. Here’s how smaller steps can lead to bigger things.

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