Posted by Wealth/ Stack on 20 March 2020
How to effectively communicate with clients in strange times

Regardless of the world shifting around them, no client likes to see red on the monthly statements. More often than not, this will derail any real conversation.
Live from Wealth/Stack last year in Arizona in a keynote address, Daniel Egan, Director of Behavioural Finance and Investing, Betterment discussed exactly this. Can these tips help you speak to clients in this monumentally different time?