In volatile times, your clients can become stressed about investment performance. Perhaps some clients are more concerned than their risk profiles would have predicted. For these people, and more conservative clients, suggest ways to withstand market turbulence, especially in the current low interest rate environment. Ensure you’re matching your client’s wants and needs against the performance of the market.
Show them you’re always thinking of ways to maintain yield in a volatile market with these articles from AdvisorToClient:
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