Put clients’ concerns into perspective
Remind your client of their long-term goals and point out that tough times also present opportunities. Tough economic times can be a trigger for innovation and growth. In fact, 80% of Standard and Poor’s 500 companies were established during or immediately after a recession.
Get to the root of your client’s fears
Is your client worried about market conditions in isolation, or are there other factors at play? Ask why they are uncomfortable. Are they worried about running out of money? Are they concerned market conditions will make it difficult to achieve their goals? Is it time to review their portfolio to ensure it meets their needs?
A sound investment approach
Once you’ve addressed any specific concerns your client may have, you may wish to reiterate how a low-cost, diversified investment approach can help weather a low-growth environment.
If your plan includes investment partners, ensure your provider gives you the latest information on these investments and consider inviting them to your client review.
We provide regular market commentary and investment opinion through our website and regular adviser-focused communications. Our Investment Management team will be happy to provide you with additional information and opinion on markets in general and the performance of your client’s portfolio in particular. Your investment manager will be able to help you with any specific questions.
We would like the opportunity to meet you
Let us help you in helping your client see the rational, bigger picture, and maintain a long-term investment view, during periods of low growth
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