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The Best Defense Is A Good Offense During Market Volatility
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In this bonus episode of Building the Billion Dollar Business, Ray Sclafani discusses strategies for financial advisors to navigate market volatility and strengthen client relationships. He emphasizes the importance of proactive communication during uncertain times, assessing client satisfaction, and identifying at-risk clients. Sclafani also highlights the potential for growth in client acquisition during downturns and the need for strong leadership and self-care among advisors.
Key Takeaways
- Proactive communication can strengthen client relationships.
- Identifying at-risk clients is crucial for retention.
- The top advisors grow their client base during downturns.
- Reassurance drives referrals and client engagement.
- Strategic actions can turn at-risk clients into advocates.
For The At-Risk Client Assessment™ please click here.
For more information click here to visit The ClientWise Blog.
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