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Two weeks into a major market downdraft, we'd like to hear your view of events and what insights, comments, and recommendations you're sharing with your clients.
Times are hard, but worrying about it doesn't help. By focusing on what you can control, you can help your clients regain their equilibrium and lead your business forward, despite the uncertainty.
Lessons from 2008: When markets are volatile, we’re more stressed and so are our clients. That’s when it’s more important than ever to articulate our recommendations and provide reassurance of a positive outcome. Here are 10 rules of effective language.
Tired of sounding like a broken record, feeding clients the same "stay the course" lines over and over? Retool your approach with a conversation that will give your clients perspective and confidence for the future.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025