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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
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
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
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