What tips and tricks are you using to talk about turbulent times?
With the upcoming 2020 elections and an unpredictable presidential race, we’re sure to see more turbulence ahead. And with volatility, clients react. It’s not just retirement income. It’s money to care for parents, pay for their child’s college, or pay for their husband’s long-term care expenses. Tell us how you bring this up during:
Client onboarding – is this a part of the conversation?
How you communicate with clients during turbulent times?
Share how you set the framework and provide insight to help clients gain confidence, even in volatile times.
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