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

Why one advisor didn’t call his clients after COVID-19 sent markets reeling.

 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 is not that different than 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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