Tips for talking market volatility

Feburary 6, 2018

 

The last few days for the markets were surely headline-grabbing. While some clients can take market volatility in stride, some can't.

Resources to help ease anxiety

Those who become anxious when things become unsettled sometimes think the best solution is to exit the market and move to the sidelines. Unfortunately, such behavior can dramatically affect the carefully conceived investment plan you've helped them create and even result in future lost returns.

It's your job, as a thoughtful voice of reason, to help clients tune out the noise and stay focused on their long-term goals. Admittedly, those can be tough conversations.

Use our Client Relationship Center™, with its framework and coaching aids, to help your clients accept that market volatility is a normal part of investing.

Note:

  • All investing is subject to risk, including possible loss of principal.

 

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