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Make Volatility Your Friend
2020-04-13 • 20 second read

During volatile times, a good advisor is at his or her highest level of refer-ability. When money becomes topical, a client’s friends and family members may develop nagging doubts about their current provider and begin looking for a safe haven.

Be your client’s voice of reason and offer to speak to the people important to them to allay their fears. Access the Pareto Systems Knowledge Base for videos, scripts and templates to help be your client’s voice of reason: https://paretoacademy.com/knowledge-bank-volatility.html

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