February 29, 2016

MME: Phone Ringing Nonstop? Be the Voice of Reason

When the markets drop, investors get nervous and are likely to turn to their financial advisor for guidance. To be prepared for these instances, asset management firms need a communication strategy that helps financial advisors ease their clients’ anxiety. Having such a plan in place will help you keep your advisors longer.

Here are some tips from my recent contribution to Money Management Executive.

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