12 Client Talking Points for Falling Stock Markets
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When the stock market gets rough, advisors should be talking with their clients.
When you fly, the pilot makes announcements when the plane encounters rough air or turbulence. Passengers want to know the pilot is paying attention. You calling your clients shows the same logic.
Find an experienced advisor in the office who has guided clients through tough markets before. Ask for their advice. Get them to tell stories about how they (and their clients) felt during and after the decline.
You want to pick up the phone first. This converation isn’t handled with a text or a message like “If you need to talk, give me a call.” You need to be proactive. But what do you talk about? Here are some ideas.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor” is available on Amazon.
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