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66 - From Panic to Poise: Guiding Clients Through Market Volatility

TRAP: The Real Adviser Podcast

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Navigating Market Volatility: Client Communication Strategies

This chapter emphasizes the critical role of transparent communication between financial advisors and their clients during periods of market volatility. It highlights strategies to prepare clients for potential downturns, using relatable anecdotes and emphasizing the value of consistent engagement and reassurance. The discussion blends serious insights with lighter moments, making the topic both informative and approachable.

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