Tag: volatile market

Many of your clients are nervous about the market, the economy, and all the other things going on in the world.  Your mission (should you accept it) is to ease their fears and reduce their stress – as best you can.

Some advisors shy away from creating referral opportunities during bear and volatile markets, while others seize on the opportunities that are all around them. Here are some suggested perspectives and actions that I believe will help you through this or any bear or volatile market.

In a recent Zoom call with Gerry (a veteran advisor hailing from North Carolina), Gerry told me, “I’m trying to strike a balance between reaching out to my clients as a good listener – to…