Communicating to Overcome Client Market Fears

Budgar, Laurie
October 2011
Journal of Financial Planning;Oct2011, Vol. 24 Issue 10, p20
Academic Journal
The article discusses means on how can financial planners assist U.S. investors to overcome their fears in investing their money. According to Gallup Organization's poll in May 2011, investor optimism was declining, and cites that high energy costs, as well as federal budget deficit and unemployment rate are the primary concerns of the investors. Among the strategies offered include client communication where investors engage in more rational conversation with their planners. Furthermore, it suggests planners to develop contingency plans which would aid in preparing clients for any economic or market crisis.


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