3 Easy Ways To Calm Nervous Clients

Watch it full screen here.

With markets taking “fall back” too literally, use these 3 easy HiddenLevers tips will help ease your client’s nerves.

1. Avoid Panic Selling + Instill Confidence

First things first, sign into your HiddenLevers account.

Don’t have one? Sign up a for a free HiddenLevers trial account and get access to the system for 7 days.

Stress testing gif

HiddenLevers helps you provide a balanced perspective instead of reinforcing the doom and gloom from the headlines using good, bad, and ugly outcomes to separate uncertainty from risk. With stress testing you can show clients downside potential, as well as upside potential.

But we know stress testing isn’t enough. The best way to reassure your clients is to present their current portfolio compared to a benchmark, showing your client they have significantly less downside than the broader equity market. This type of perspective can reassure them in times of volatility.

2. Speak in Terms They Understand

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Usually clients are presented with a bunch of stats and financial lingo that may not mean much to them. Rather than try to explain how assets work, use stress testing to show them how their portfolio would perform. At the end of the day you’re providing sound reasoning in good, bad and ugly market conditions.

3. Help Rebalance When Needed

Optimize

Market volatility can be crazy for clients, but also for you. Your phone is ringing off the hook and you have a lot more work than usual. Looking to reduce risk for one of your clients?

HiddenLever can make it easy with its portfolio optimizer. The optimizer quickly reallocates portfolios to match your client’s risk tolerance, helping clients achieve their goals within the bounds of their tolerance.

Wanna learn more? Test drive HiddenLevers for free for 7 days.

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