In this episode of Advisor Tips with JG & Mumy, we'll share proven strategies from 20+ years of experience on strengthening client relationships during volatile markets. Learn why staying proactive and visible when markets get rocky can actually help grow your practice, and discover practical tips for turning market uncertainty into opportunity. Key topics:
- Why you shouldn't "hide under your desk" during volatility
- How to use market turbulence to raise AUM
- Practical strategies for client communication
- Tips for attracting referrals during uncertain times
Need help with your practice? Get in touch and let's discuss how Sollinda can be a true partner in growth for your business.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
