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When volatility strikes, you can address how clients feel as well as how they invest

MIT AgeLab

MIT AgeLab

Volatility can be unpredictable, rearing its ugly head at any time. And when it does, a constant stream of negative news can result in heightened fear and anxiety among investors. At times like this your guidance is critical. By addressing clients' anxiety, you can not only help them pursue their wealth-management goals more effectively, but also strengthen your relationship.

 

Learn:

  • How client anxiety affects the financial-planning process
  • Three symptoms of investor anxiety to monitor
  • A step-by-step approach to help alleviate clients’ high anxiety

 

 

 

Resource icon Resources to Use With Clients

Maintaining Perspective in Uncertain Times

Beyond Investment Illusions Brochure

Click here to order materials

 

Resource icon Resources for Financial Professionals

Financial Seminar Presentation

Financial Professional Whitepaper

Click here to order materials

Next Steps

1 Download or order the financial professional white paper
2 Review the steps to actively addressing investor anxiety
3 Check out our  Maintaining Perspective in Uncertain Times client brochure, which illustrates the value of staying the course when headlines are scary
Related Content

Servicing Clients
How to Recognize and Respond to Client Anxiety
The three signs of investor anxiety and how you can help your clients manage it.
Investor Behavior
The Price of Panic
Avoid costly, panic-driven investment decisions during a crisis and remain focused on the long term

*Contact your Hartford Funds representative or call 800-456-7526 about CE information. Hartford Funds Distributors, LLC, Member FINRA is the provider of CE credits.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses to certification marks, CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Accepted by the CFP Board for CE credit. 

The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds.

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