Bonus Episode: Coaching Clients Through Uncertainty
Between Now and Success
English - April 20, 2020 19:38 - 1 hour - 51 MB - ★★★★★ - 104 ratingsInvesting Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Recently I was a guest on the Better Conversations, Better Outcomes podcast presented by BMO Global Asset Management. Host Ben Jones and I discussed my 5-point framework for effective communication with clients during a crisis. I developed this framework based on the mistakes I saw some advisors make back in the Global Financial Crisis (GFC). These advisors got hit with a double whammy of market declines and lost clients as they failed to effectively communicate with their clients as the GFC unfolded.