A Guide for Navigating Client Conversations When Markets Are Crazy
When market volatility strikes, emotions often run high. Clients nearing retirement may feel especially vulnerable, and traditional conversations around long-term investing can sometimes miss the mark.
In this episode, James Conole, CFP®, shares a powerful framework for navigating emotional client conversations during turbulent markets. Drawing insights from unexpected fields like hostage negotiation, James outlines a five-step approach designed to build trust, acknowledge client concerns, and create space for thoughtful decision-making.
Rather than rushing to provide data or reassurance…
The skinny
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