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 this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Blake Briggs, chief executive ...
In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the ...
In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin