As you put together on your midyear evaluate conferences with shoppers, these conferences come in opposition to the backdrop of a risky inventory market, greater rates of interest, inflation and the specter of a recession. Whereas these points will probably be part of the dialog, it’s essential to maintain the deal with the consumer’s longer-term planning points.
That stated, you already know your shoppers and know which of them is likely to be a bit extra involved in regards to the present financial and inventory market points than others. It would be best to be sure you handle their issues in the midst of discussing their total scenario.
Deal with the gallery above as a guidelines on your midyear consumer conferences. Whereas these conferences are essential yearly, they’re maybe a bit extra essential this yr within the wake of the market and financial turmoil we’ve seen. Overlaying these eight points is an effective place to begin.
Roger Wohlner is a monetary author with over 20 years of trade expertise as a monetary advisor.