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