Hear What Investors are Thinking

Video Interview: The secret to communicating well with investors during a crisis.

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Rui Moura

Watch this interview with Marc Freedman as he talks about the ways he helps investors stay calm amid market uncertainty.

0:16 Staying rational during emotional times

0:59 Communication should be real—not surprising or disruptive

2:40 Talk to clients approaching or in retirement differently

3:55 Communication during COVID-19 is not that different than during the GFC

4:44 How to communicate the right way

7:00 FAs need to be aware of what’s going on in the world

7:30 Be personal and build relationships

8:00 Tips to grow and nurture relationships

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