With the markets in turmoil, how are you proactively approaching clients and their fears?‍

First and foremost, it is essential to remain calm and level-headed. Market fluctuations are a normal part of investing, and it is crucial not to let short-term changes in market conditions affect long-term investment decisions. We should always remind our clients of this and emphasise the importance of maintaining a diversified portfolio. It can also be helpful to review clients’ financial plans and investment strategies to ensure they are still appropriate given their goals and risk tolerance. This will provide a sense of perspective and allow us to identify any concerns or adjustments that may be needed. It is also important to be available to clients and to be responsive to their concerns and questions. This will build trust and can go a long way in helping clients to feel more comfortable and reassured during times of market uncertainty.

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