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Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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How To Discuss The Markets With Worried Clients

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Manage episode 471401072 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

How to Talk to Clients During Market Volatility

The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future?

In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points.

You’ll learn:

✅ How to take control of client conversations

✅ A simple market framework that sets expectations

✅ The 5 Rules of Investing that keep clients on track

✅ The best way to reassure clients without making reactionary portfolio changes

Remember: Your value as an advisor is highest when clients are most emotional.

Learn how to be the steady voice they need in turbulent times.

🔔 Subscribe for more strategies to elevate your practice!

© Resilient Advisor. All Rights Reserved

  continue reading

260 episodes

Artwork
iconShare
 
Manage episode 471401072 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

How to Talk to Clients During Market Volatility

The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future?

In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points.

You’ll learn:

✅ How to take control of client conversations

✅ A simple market framework that sets expectations

✅ The 5 Rules of Investing that keep clients on track

✅ The best way to reassure clients without making reactionary portfolio changes

Remember: Your value as an advisor is highest when clients are most emotional.

Learn how to be the steady voice they need in turbulent times.

🔔 Subscribe for more strategies to elevate your practice!

© Resilient Advisor. All Rights Reserved

  continue reading

260 episodes

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