Investing Basics
Navigating volatility
Compelling wealth management conversations
Your single greatest challenge is not managing your clients’ assets but managing their emotions.
Providing clients with the context and perspective necessary to stay the course
It’s clients’ perceptions and misperceptions, fears, and phobias, exacerbated by a 24-hour news cycle, that often derail their long-term financial success. Leverage the power of analogy, metaphor, story, and visual illustration to help keep investors “buckled in” to their long-term investment strategy.
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