After the events of the last year there can be few advisers who haven't seen examples of how clients can react in the face of volatile markets. I know from speaking with many advisers in the aftermath of the first lockdown that a huge amount of time was spent communicating with clients and trying to maintain their composure in such an uncertain world. Successful advisers tend to have better than average people skills and many believe they can judge which clients are likely to require the most hand-holding. However, combining this instinctiveness with the scientific approach used in a ris...
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