Build up clients’ resilience

By Staff | August 14, 2013 | Last updated on August 14, 2013
1 min read

Dealing with jittery clients isn’t easy.

When markets dip, you likely find yourself calming them during extra calls and meetings. And you have to take time to ensure they bounce back along with their portfolios.

Doing so can cut into your productivity, so consider helping these clients build up their levels of resilience. As smallbizadvisor.ca points outs, this means assisting investors as they develop three key skills. Read more.

For tips on client communication, read:

How to help clients hold on

Don’t cross the line

Faceoff: Coping with volatility

Emotional client? Considering hiring help

Reassure antsy prospects

Never use these 10 expressions

Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.