Psychology of Financial Planning Podcast Helping our clients (and ourselves) through this Bear Market
Jun 17, 2022
Hosts discuss 7 ways advisors can help clients during this difficult market, managing emotions and making rational decisions, managing client expectations and risk, managing information and using worst-case scenario exercise to alleviate anxiety, addressing clients' concerns, and updates on online course, academy, book, and toolkit.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Managing Emotions and Making Rational Decisions
01:49 • 11min
Managing Client Expectations and Risk in a Bear Market
12:50 • 6min
Managing Information and Using the Worst Case Scenario Exercise to Alleviate Anxiety
18:43 • 3min
Addressing Clients' Concerns During a Bear Market
21:50 • 5min
Updates on Online Course, Academy, Book, and Toolkit
27:16 • 4min