Monday, January 28, 2008
Client contact during market turmoil
When the markets are up, when client accounts are growing smartly, calling with good news is easy. During periods of "downside volatility," on the other hand, making that contact is probably even more important. Here's a piece from Financial Planning on how to handle the task.
I'd like to suggest that this might be a particularly good time to put Merrill Anderson's Financial Planning Ideas 2008 to work for you. As it happens, in this edition we devote three pages to the the topic of portfolio volatility; the first page is pictured above.
To learn more, send an email to firstname.lastname@example.org with "FPI 08" in the subject line.
Posted by Jim Gust at 10:44 AM