Bonus Episode: Coaching Clients Through Uncertainty with Steve Sanduski and Ben Jones

Between Now and Success · Apr 20, 2020 · 1h 10m

Recently I was a guest on the Better Conversations, Better Outcomes podcast presented by BMO Global Asset Management. Host Ben Jones and I discussed my 5-point framework for effective communication with clients during a crisis. I developed this framework based on the mistakes I saw some advisors make back in the Global Financial Crisis (GFC). These advisors got hit with a double whammy of market declines and lost clients as they failed to effectively communicate with their clients as the GFC unfolded.