Put your client’s concerns into perspective
Remind your client of their long-term goals and point out that tough times can also present opportunities. Tough economic times can be a trigger for innovation and growth.
Get to the root of their fears
- Is your client worried about market conditions in isolation, or are there other factors at play?
- Are they worried about running out of money?
- Are they concerned market conditions will make it difficult to achieve their goals?
It may be to review their portfolio to ensure it meets their needs.
A sound investment approach
Once you’ve addressed any specific concerns your client may have, you may want to remind them how a low-cost, diversified investment approach can help weather a low-growth environment.
If your plan includes investment partners, make sure your provider gives you the latest information on these investments and consider inviting them to your client review.
How we can help
Our Investment Management team will be happy to provide you with additional information and opinion on markets in general and the performance of your client’s portfolio.
We also provide regular market commentary and investment opinion through our news and views and regular adviser-focused communications.