In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting.
As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them.
Listen as they discuss:
Click here to listen on your device
In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and ...
In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation ...
In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin