What are the Takeaways?
- Introduce marketing collateral early on that helps set the tone around how you want clients to react to market volatility. Make the key points a part of all of your discussions.
- Assign “relationship managers” to clients, responsible for proactively communicating with clients.
- Routinely share insights on the markets.
- Segment clients by their personality type and take advantage of buying opportunities with those who are motivated by fear.
Video is 8:18 long