What You'll Learn In Today's Episode:

• The reasons why accounts might be down and why it’s important to be prepared.
• How to provide clarity on the direction they need to go at this point.
• The importance of understanding where your clients’ head is going.
• The key to preparing for dramatic changes in the market.
• Why being consistent and having integrity is so crucial.
• Why doing market forecasting is not advisable.
• How to put things properly in perspective.

In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.

Matthew and Micah discuss ways that you can educate clients properly and set them up successfully for whatever moves the market makes. They discuss the discomfort clients feel when seeing investments go down and share how they ensure that clients are properly informed of their options and how to stay calm in moments of “loss.”

Resources In Today's Episode: