Adjusting to the New Normal

Finley, Daniel C.
January 2010
Journal of Financial Planning;Jan2010 Practice Management, p26
Academic Journal
The article offers various strategies on how a financial planner can connect better with his client in the middle of a fluctuating market. These strategies include adjustment to the mentality of the investor which means exploring the fears of the investor regarding his financial portfolio. Adjustment to the new financial adviser is also recommended based on the experience of maintaining a business during a market. Another important strategy is by adjusting to the new practice management principles using series of truths or rules of conducts. Further, competency, confidence, and communication can be used as a great tool in combating the effect of extreme market volatility.


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