Guest Column: 4 ways to help clients cope with volatility

 

Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?

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Planners 'increase client risk tolerance and reduce anxiety'

An investor behaviour project has revealed how 'emotional wellbeing' in difficult investment periods differs between those with a Financial Planner and those without.

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