The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

262: How You Show Up in a Crazy Market Really Matters (And What To Do!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Navigating Client Communication in Uncertain Markets

This chapter focuses on the critical role of communication during market instability and the necessity for advisors to engage with their clients empathetically. It offers practical strategies for effective communication, emphasizing personalized interactions to build trust and alleviate client anxiety.

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