137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets

The Human Side of Money

The conversations you have with clients during uncertain markets are the most important you’ll ever have.

Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do…

If you know how to do it!

In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets

You’ll Learn:

• The critical mindset shift you must make before these conversations
• What goes on inside the mind of your clients when they call
• Why your charts and graphs are a waste of time (unless used correctly)

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Connect with Brendan Frazier:

• RFG Advisory
• LinkedIn: Brendan Frazier

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.