Managing Your Clients Through Turbulent Times episode artwork

EPISODE · Feb 24, 2009 · 2 MIN

Managing Your Clients Through Turbulent Times

from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! · host financialdna

Well the stock market has gone to 10 year lows. Has it hit the bottom? That is not necessarily the crucial issue although this downward spiral will be raising more fears. What is crucial is how you handle this situation in terms of your own behavior and managing that of your clients. If you read my last blog you will see research is showing that advisors are on the whole not going far enough in client discovery and in particular understanding behavior. Here are some tips for managing your clients which are all based on having greater behavioral understanding...

Episode metadata supplied by the publisher feed · Published Feb 24, 2009

Embed this episode

NOW PLAYING

Managing Your Clients Through Turbulent Times

0:00 2:25

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!?

This episode is 2 minutes long.

When was this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode published?

This episode was published on February 24, 2009.

Can I download this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!