CALL US (877) 834-8018

Keep calm and invest on.

white paper thumbnail

The market is moving, and after a relatively stable decade, these fluctuations may be causing investors to worry about the future of their assets—and thinking about making a rash exit. As their advisor, you’re not just their money manager; you’re the educator and counselor they look to for answers. Are you ready to answer their questions and reassure them to stay the course in an uncertain environment?

We lay out five steps and walk through various exercises you can use in your client conversations to help allay fears and build confidence in your recommendations. By getting ahead of market events, you foster trust and solidify your relationships.

Be prepared and proactive, no matter what the closing bell brings. Find out how today by downloading our workbook, The Advisor's Guide for Helping Clients Weather Market Volatility.

Get the White Paper

 

By submitting this form I agree to receive emails from LPL Financial, including helpful white papers, news and promotional offers.