The Guide to Scary Markets


It's normal for clients to be tempted to make "The Big Mistake" when markets get scary. Often, you are the only thing preventing them from doing so.

BUT IT’S A TRICKY CONVERSATION.

One of the most valuable things you can do as a Real Financial Professional is to be there during those times. How do we help people make rational decisions aligned with their values and goals when everything around them is irrational? The financial news, their neighbors, and their friends are all asking, “Aren’t you going to do something?”

 

THAT’S WHY I CREATED TWO VIDEOS FOR YOU.

The first video is a heart-to-heart between us as friends, as Real Financial Professionals.

The second video will teach you, word-for-word, exactly how to have this conversation with your clients. 

Carl

Tell me where to send the videos…