The Power of the Model: Calming Client Fears (and Bringing in New Assets)

AdvisorRadio: Actionable Insights for Thriving Advisors
29/04/2020 25 min
The Power of the Model: Calming Client Fears (and Bringing in New Assets)

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Episode Synopsis

What's Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.

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