What NOT to say to clients during a behavioral coaching conversation

February 7, 2019

 

What's the worst thing you could say to a client during a behavioral coaching conversation? Vanguard's Fran Kinniry and Don Bennyhoff can think of a few things. In this video clip, the two Vanguard experts offer strategies for making your behavioral coaching conversations more effective.

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

Watch more highlights from the webcast:

 

Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.

Advisor's Digest

for September 16, 2019

Advisor's Digest for September 16, 2019

Advisor's Digest

for September 16, 2019