Build a Moat Around Your Clients During Uncertainty

5 Powerful Techniques that Every Advisor Should Apply

 The Chairman’s Council | Master Advisor Series

In periods of uncertainty, Advisors have a monster opportunity to demonstrate their true value. This is when your client expects your most authentic and sincere advice. 

The truth is that in periods of uncertainty many advisors are either confused or scared and simply do not reach out to offer the solace that their clients badly need. Experienced Advisors are aware of this fact, and can truly demonstrate their value to clients by simply outreach to provide comfort and meaningful information, this strengthens the critical relationships with key clients and prospects as well.

1. You Must Communicate with urgency and a Compelling Message. Each day your clients are being bombarded with play by play coverage of what is happening around the world. Remember, in a world of social media, good and bad news can travel instantly. Whether it’s politics, entertainment, the economy, or stock markets, your clients are savvy and are tied in to Twitter, Facebo…