Research Library

The top resource for free research, white papers, reports, case studies, magazines, and eBooks.

Share Your Content with Us
on for readers like you. LEARN MORE
The Advisor's Guide for Helping Clients Weather Market Volatility
Request Your Free White Paper Now:

"The Advisor's Guide for Helping Clients Weather Market Volatility"

Learn actionable strategies you can use to reassure and reinforce your value during uncertain times.

You are most at risk of losing business when the market dips and clients call with requests for you to just “do something”. This is also when clients face the most risk for losing hard-earned funds. Instead of letting clients run scared during times of market volatility, you must look at it as a huge opportunity to reinforce the value you provide them.

Download this white paper to learn why your role as an educator and counselor is even more vital than your role as a money manager. It covers five steps you can take to prepare clients and help them weather an erratic market, including:

  • Early education
  • Communication cadence
  • Being proactive (including how-to tips)
  • Counseling (with a list of ready-to-use talking points)
  • Making adjustments only when necessary

Market volatility is a natural part of the investment cycle, so preparing clients ahead of time and helping them understand what to expect sets the foundation for long-term relationships rooted in trust. Act now to make sure both you and your clients are ready.

Offered Free by: LPL Financial
See All Resources from: LPL Financial


Recommended for Professionals Like You: