Navigating market volatility: How to contextualise the swings for clients
The ifa Show · Momentum Media
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting.
As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them.
Listen as they discuss:
- Demystifying the broader implications of market volatility for clients.
- The difference a few days can make in periods of rapid change.
- How to use unpredictable events as a tool to shift clients' mindset.