Keeping Clients Buckled In: How to have Conversations about Investments
One of the greatest challenges for advisors is not just managing client assets but managing their emotions. Misperceptions and fears, exacerbated by a 24-hour news cycle predicated on the crisis of the moment, often stand between clients and long-term financial success.
Our “Compelling Wealth Management Conversations” program is designed to provide a historical perspective on market volatility and demonstrates, through anecdotes and illustrations, the values of sticking to a long-term investment plan, and delivered in three sections:
- Key principles of sound investing
- Historical context to debunk myths and misperceptions that keep investors on the sidelines
- Current investment themes
This program strives to help clients understand the fundamental principles that may illuminate and guide investment decisions and highlight where we see opportunity today.