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Managing Investor Anxiety

Fear, Finance & the High Anxiety Client

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 advisors must be prepared to actively address how their clients feel as well as how they invest.


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

Next Steps

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

On-Demand Webinar:
Fear, Finance and the High Anxiety Client


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Resources for Financial Professionals


   Advisor Worksheet

   Advisor Presentation


Click here to order materials >

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