Navigating market volatility: How to contextualise the swings for clients
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to Cart failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from wishlist failed.
Please try again later
Adding to library failed
Please try again
Follow podcast failed
Please try again
Unfollow podcast failed
Please try again
Navigating market volatility: How to contextualise the swings for clients
-
Narrated by:
-
By:
About this listen
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting.
As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them.
Listen as they discuss:
- Demystifying the broader implications of market volatility for clients.
- The difference a few days can make in periods of rapid change.
- How to use unpredictable events as a tool to shift clients’ mindset.
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
No reviews yet