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When volatility strikes, learn how to actively address how clients feel as well as how they invest

MIT AgeLab

MIT AgeLab

Managing Investor Anxiety

Volatility can be unpredictable, rearing its ugly head at any time. And when it does, a constant stream of “bad news” can result in heightened fear and anxiety among investors. At times like this your guidance is critical. Just as a good doctor knows how to treat the whole patient, rather than just a condition, financial professionals must be prepared to actively address how their clients feel as well as how they invest.

 

Learn:

  • How client anxiety affects financial planning and the financial professional-client relationship
  • 3 symptoms of investor anxiety
  • 6 ways for financial professionals to respond when clients show symptoms of high anxiety

 

 

 

Next Steps

1 Download or order the financial professional white paper
2 Learn to recognize the 3 symptoms of client anxiety
3 Check out our easy-to-use Media Replay client brochure

*Contact your Hartford Funds representative or call 800-456-7526 about CE information.

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

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