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It’s Time to Get Back to Basics

Never assume your clients understand all investment terms.

November 30, 2016

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It’s Time to Get Back to Basics

When the markets become volatile, it’s necessary to calm clients with a voice of reason and reassurance. You can do this by simplifying your processes and client communications.

Never assume your clients understand investment terms like top-down, bottom-up, technical analysis, contrarian, defensive, sector, small cap, large cap, dollar-cost averaging, and others. Your job is often that of an educator. It is essential that your clients understand how these terms and processes will help them personally, rather than leaving them wondering.

When you provide a prospectus or an insurance policy, do you go over it and help them understand the terms and conditions? Give your investors or purchasers this peace of mind and help create a client-for-life following.