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If your phone’s been ringing off the hook with client concerns about market volatility and tariffs, you’re not alone. And you’re not crazy. These market-moving events get the attention of even the most level-headed investors so how should you approach conversations during times like these? Let’s talk about how to actually address client fears without getting pulled into a political debate or emotional tug-of-war.
Look, I get it. This isn’t just about policy; this is about deeply rooted beliefs. Whether your clients are panicking because of who’s in office or what the headlines say, the key is not to debate — but to lead. I’ll walk you through what I’m doing in my practice, the message I’m sending to clients, and why staying calm, logical, and forward-facing is the most effective strategy we have right now.
Here’s some of what we discuss in this episode:
📞 What to say when clients call panicking over tariffs
🧠 Why debating politics with clients never works
📉 How to reframe volatility as part of the investing process
🧾 Tips for proactive client communication (email = good, video = better)
💬 The simple message I send when the market dips
Check out Nathan’s podcast: https://thefinancialanswer.com/
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
4.2
2424 ratings
If your phone’s been ringing off the hook with client concerns about market volatility and tariffs, you’re not alone. And you’re not crazy. These market-moving events get the attention of even the most level-headed investors so how should you approach conversations during times like these? Let’s talk about how to actually address client fears without getting pulled into a political debate or emotional tug-of-war.
Look, I get it. This isn’t just about policy; this is about deeply rooted beliefs. Whether your clients are panicking because of who’s in office or what the headlines say, the key is not to debate — but to lead. I’ll walk you through what I’m doing in my practice, the message I’m sending to clients, and why staying calm, logical, and forward-facing is the most effective strategy we have right now.
Here’s some of what we discuss in this episode:
📞 What to say when clients call panicking over tariffs
🧠 Why debating politics with clients never works
📉 How to reframe volatility as part of the investing process
🧾 Tips for proactive client communication (email = good, video = better)
💬 The simple message I send when the market dips
Check out Nathan’s podcast: https://thefinancialanswer.com/
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
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