InvestmentsMar 21 2024

How advisers can help clients remain resilient during difficult periods

  • Explain how to help emotionally charged clients
  • Describe the characteristics of those with high financial self-efficacy
  • Explain what it means for clients to have agency over their investment decisions
  • Explain how to help emotionally charged clients
  • Describe the characteristics of those with high financial self-efficacy
  • Explain what it means for clients to have agency over their investment decisions
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CPD
Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
How advisers can help clients remain resilient during difficult periods
Clients require easy access to insights regarding their investments, particularly during uncertainty times (Prostock-studio/Envato)
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Over the past few years, investors have had more uncertainty than usual to contend with.

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