Thursday, February 28, 2008

One firm's approach to managing client fears

Wondering how to address your clients' fears during challenging markets?

Get ideas by looking at what others are doing.

For example, Forefield Inc., which provides educational content to advisors, recently sent an email suggesting advisors use their articles about:
  • Handling market volatility
  • Monitoring your portfolio
  • Balancing your investment choices
  • Understanding risk
  • Evaluating volatility
  • Dollar cost averaging

Have you discussed those topics recently with your clients? If not, maybe now is the time to do it.
Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success

Check out my website at or sign up for my free monthly e-newsletter.

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