How do you guys manage your clients during times of volatility? Do you proactively reach out to your A/B clients, or do you let them come to you?

like
Posting as :
works at
You are currently posting as works at

Proactive - I'm always suprised how many people don't know what's going on with the market. And I find it's never my Green clients, rarely my Yellow clients, who are the ones who watch the market like a hawk. Most often it's my Red clients who are the ones calling. Them I don't need to call, cause I know they're going to call me. I'm going to call all of my clients who are still eligible to make a Roth or Traditional IRA contribution in the next two days and tell them all to make it right now.

like

I always say if you've got some money available, you should buy some TODAY!""When markets are like this and you want to throw a brick through my window, make sure you wrap a $100 bill around it so we can invest that money TODAY.""I liked J&J at $105. I LOVE it at $95.""Do you ever use a "Band Aid", or brush your teeth with "Crest", or drink "Tropicana"? I thought so. That's why I think you need to hear about...."I could go on and on all day with all the "Jones-ismsmsms"

like

I agree. Proactive sounds nice but truth is leave them alone they will either leave you or be fine.

like

I send out frequent e-mails when things get hairy. Clients and prospects love it. They know you are watching and have a plan.

like

Proactive for sure. If they're ok then great; nice touch base opportunity. If they're not they'll appreciate the calming voice of reason.

like

I see Don Connelly peek'd his head out in Sun Trusts comments..... Credit Don pls

like

Get discretion over accounts. Meet or talk quarterly to all clients... know direction of market. Only buy leading stocks in top industry groups. Sit in cash through corrections/bear markets... cut your losses at 6-7%. Never buy a stock that’s falling... only buy stocks that are continuing to hit 52 week highs. Don’t be fooled by Wall Street that you cant time the market... education yourself and don’t listen to anyone’s opinions. The markets and your stocks will tell you what to do... you/assistant should always be in contact with your clients. Don’t wait for them to come to you... if you do you’ll let them have a chance for someone else to get in their ear.

More Posts

Tic Tok is responsible

Post Photo
likefunny

Like if you are going into work today, comment if you're there already

likehelpfulfunny

Bought a house last year. My mortgage would be $1500 more per month is I bought today. Do folks just eat that for now and hope they can refi at a lower rate in the next 3-7 years?

like

What exactly does JPM DIB do?

likefunny

Hi All
Annual talent discuss shows completed,how can we get to know the rating or talent outcome.

like

NTT DATA

PUNE/MUMBAI
NTT DATA is Looking API Tester for Payment Domain having Very Good Skills in API Testing (SOAP/REST) and Good in Functional Testing
Skills Set Required: SOAP/REST Testing, Backend Testing , POSTMAN, Ready API/SOAP UI, SQL ,Unix , Java (Basic) , Manual Testing Exposure #testing , XML, Agile Process
Interested and Eligible candidate send the Resume to
Ankit.Jain9@nttdata.com

like
helpfullike

Magnet Scam. I had a space reserved for tomorrow. I got another option for more hours. I selected to reserve and it asked me to release the prev one. So i clicked yes. Now both the spaces are unreserved and unavailable.🤣 IPO allotment is easier man.

funnylike

Hi all, I’m looking for a remote Workday analyst role. I am based in the UK and I have 18 months experience as an HRIS analyst using Workday. If anyone has any leads, let me know.

like

I made an offer to an intern on Friday to join the social media team. She hasn’t responded since and I can’t help feel it’s a huge turnoff as there were other excited quality candidates. What should I do about it?

like

Got an offer for a Senior FDD role. 120k base but no sign on bonus in M/HCOL. Thoughts on whether the comp is at the right level?

like

Looking for job change .(Application /production support)
YOE :7+
Some one please refer me

like

Hello, how much does an analyst /associate/entry level management consultant make in Germany? I am in Munich and I earn around 56k/year Gross. What are your thoughts?

I have been going on interviews and noticed 2 department heads already assume I was laid off or fired due to a 4 months gap. I explained I left my last role due to short term health issues that have been resolved. Not even sure how to respond when they assume. Any advise? Thanks!

like

Hás anybody here ever utilized ZoeFin to get leads? Thanks

like

KPMG India Anyone from salesforce domain working at KPMG India KPMG ...need some help

like

Hello Everyone, I got an offer from Mindtree 24lac fixed(Azure Data Engineer)...is it okay to join Mindtree kolkata...how is the project availability and job security? also as LTI Mindtree has been merged will I get an offer from LTIMindtree?Mindtree @LTIMindtree

like

What is appropriate to send to friend who is getting engaged. Gift basket/chocolate type gift. In the uae

like

Hey folks, I gave round 2 interview in sap labs and got an email from HR that they have kept my candidature on hold. Does that mean the chances of selection has been reduced??
Also to let you know I am an experienced professional.

like

Need suggestion : i have a 3 offers in hand and which one to select

Microfocus - 18lpa + 2 jb
Hitachi energy - 15 + 1.5 jb
Dell - 18lpa + 2 jb

Wanted to know which company is best towards work culture and facilities

like

Additional Posts in Financial Advisors

Hás anybody here ever utilized ZoeFin to get leads? Thanks

like

Anyone use a standing desk?

like

Who here can open an American Funds account without using a Brokerage Account? It seems like most advisors are forced by their BD to use a brokerage account rather than going direct.

like

I need some good career-development or finance-related books, anyone got any recs?

like

Any ideas on who I should go to, how I would get a good residential list screened for DNC?

like

Currently an FA within the banking channel with CFP & ChFC. Need to make a move, but not a huge portable book to bring. I currently make 6-figures and would like to continue to do so at my next firm and still be able to grow. Willing to buy a book as well.

like

Short summary, I'm a career changer with ten years experience in IT, went back to school at earned a degree in financial planning and I'm about to take the CFP exam. What's the most lucrative career path I can take with this education?

like

Has anyone, or does anyone, work on retainer? I am considering offering financial planning on a retainer basis (in addition to some of the other FP services I offer)

Any 🐠 doing long-term side gigs? How do you maintain a steady level of output despite crunches in your day job?

likehelpful

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

likeupliftinghelpful

Does anyone actually like this job or is it simply a paycheck? My vote... paycheck

like

Is anyone else really anxious right now?

like

Imagine if financial advisory services are banned from the United States effective immediately: what would happen?

like

I’m an FA within the bank channel and have made the mistake of leaving my first firm to go to another. bank program that ended up failing and sold our books to another firm. It’s become harder and harder to grow a book now within the bank channel because of Reg BI and it’s going to take me a decade to grow my book to where I want to be. I’m a CFP and finishing up my MBA. I’m thinking of going to another area of Finance all together like PE. Any suggestions for me? NOT looking to go Independent.

like

At what age or how many years in did you not see yourself as green/your peers started to see you more than being entry-level?

like

Do you think there are people who go to sleep without stressing about what they did wrong today and wake up excited for work? Asking for me, bc sometimes I wish I’d just become a dentist...

like

Anyone use Kaplan for their CFP prep? What were your thoughts on it...

Is mortgage or lending a big part of your practice? I’ve managed to get tons of AUM business by starting with lending

like

Anyone being told to work from home Monday?

like

So I just had my first honest conversation about going Indy. I’ve been here for over a decade and run a solid business. Will gross a little over 650k this year, and nothing is really wrong. Continued

likehelpful

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal