Leveraging client data to reassure during uncertain times

There is a high level of uncertainty across the world, and this has a significant impact on client's perceptions of the future, both related and not related to their finances. Clients want to know what the current uncertainty, and results of the past, means for them as an individual and whether they will remain on-track to meet their personal financial goals. The most recent events can often distort our perceptions, particularly for those who are close to a major life transition like entering retirement, and so clients are susceptible to making poor decisions which may result in negative...