The Human Side of Money 137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets
The conversations you have with clients during uncertain markets are the most important you’ll ever have.
Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do…
If you know how to do it!
In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets
You’ll Learn:
- The critical mindset shift you must make before these conversations
- What goes on inside the mind of your clients when they call
- Why your charts and graphs are a waste of time (unless used correctly)
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