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During Times Like This, Advisors Should Call Their Most Anxious Clients


FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Advisors Should Call Up Their Nervous Clients Today (Advisor Perspectives) Clients always get nervous around a market “hiccup.” In these situations, it’s important to first understand where this nervousness stems from. Concerns like Ebola, Ukraine, ISIS, elevated valuations of US stocks, and even the memory of the financial crisis six years ago all make clients feel extra anxious. Advisors should identify and call up the clients who are the most nervous. Those who were anxious in the past (especially during relatively …read more

Source: Business Insider

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