Reassuring clients in turbulent times; keeping the conversation going

Communication to reassure and strengthen relationships

clock • 4 min read

Volatile markets create a necessity and opportunity for advisers to reach out to their clients, to listen and to address any concerns, writes Richard Phillips

The current global markets and political turmoil mean that people are quite rightly concerned about both the short and longer-term impact of this on their financial wellbeing, including their pensions, savings and investments.   Against a backdrop of record inflation, rising interest rates and signs of a slowing economy, the role of a financial adviser is increasingly more important, particularly in providing reassurance to anxious clients. The question is, how do you do this? While the markets have weathered crises in the past and will weather them again, this means little to clients...

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