7min chapter

Secrets of Successful Advisors℠ with Ken Haman cover image

A 6-Step Model to Turn Client Trust into Action in a Down Market

Secrets of Successful Advisors℠ with Ken Haman

CHAPTER

Turning Client Trust Into Action in a Down Market

This chapter introduces a 6-step model to address the issue of hesitant clients in uncertain market conditions, emphasizing the importance of guiding clients through understanding their situation and proposing solutions to protect their portfolio.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode