Tips for getting clients to ignore short-term performance and focus long term

February 21, 2019

 

What's the secret to effective behavioral coaching? Vanguard's Fran Kinniry and Don Bennyhoff say it's setting proper expectations for market returns and potential volatility at the beginning of your relationship with clients.

Access the full replay of the webcast on "Tips for easing clients' concerns during volatile markets."

Watch more highlights from the webcast:

 

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