A wise advisor told me last week, “In the absence of information, especially in difficult times, people assume the worst.”
She was talking about the markets, and those “people” she was referring to are your clients. And her’s.
You see, what Karen Coyne, founder of Clarity Planning, was talking about was her strategy to create more touchpoints in 2023 with clients.
At a time when your clients have questions, you can (and should) be the answer.
What stops many well-intentioned FAs from creating videos communicating those answers is often, “Well, what do I say?”
To help you out, here are three advisors delivering calm reassurance to help get you started.
