Coaching Clients in a Volatile Market

Posted by Laura Gregg on Jun 29, 2020 12:00:00 PM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research


How can financial advisors help clients manage their emotional response to recent market volatility without damaging their long-term plans? We posed that key question to Dr. Sarah Newcomb, director of behavioral science at Morningstar, in a recent episode of The Flexible Advisor podcast. Now more than ever, understanding the emotions that are driving your clients’ investment preferences is critical.

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Tags: 2020 The Flexible Advisor Podcast, 2020 Behavioral Finance