/ by Don Connelly / Investing Wisdom / 0 comments
Markets swing, headlines scream, but great advice stands firm. Clients don’t just need portfolio updates; they need steady principles to cut through the noise, calm their fears, and keep them anchored to their goals. As an advisor, you’re not just managing money; you’re guiding people through uncertainty.
These 10 timeless principles are your go-to list for client conversations, reviews, or whenever doubt creeps in. They’re simple, enduring truths that build trust and focus, no matter the market’s mood.
Read more
10 Timeless Guiding Principles Every Advisor Should Share with Clients
/ by Don Connelly / Investing Wisdom / 0 comments
Markets swing, headlines scream, but great advice stands firm. Clients don’t just need portfolio updates; they need steady principles to cut through the noise, calm their fears, and keep them anchored to their goals. As an advisor, you’re not just managing money; you’re guiding people through uncertainty.
These 10 timeless principles are your go-to list for client conversations, reviews, or whenever doubt creeps in. They’re simple, enduring truths that build trust and focus, no matter the market’s mood.
Read more
How to Talk to Clients About Market Volatility
/ by Don Connelly / Investing Wisdom / 2 comments
You don’t hear people talk much about market volatility until stock prices suddenly sell off. But when your clients watch their portfolio value decline unexpectedly, it can be terrifying, leading many to make potentially costly mistakes, such as selling into a steep market decline. Though we’ve experienced many volatile markets over the last 20 years, advisors must help clients understand that volatility is not their enemy.
Read more
4 Things Clients Need to Know about Volatility
/ by Don Connelly / Investing Wisdom / 0 comments
When markets are volatile investors can get spooked and start to question their investment strategies. Especially if they’re new to the process of investing. This could prompt them to withdraw from the market and wait on the sidelines until things get better.
As their financial advisor you’re there to help them see things in perspective. By helping them understand the nature of volatility they will find it easier to stick to their plan.
Here are four things about volatility you need to explain to them right away.
Read more