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Market Volatility: Browse by Tags
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talking points
bear market
client
communication
crisis
market volatility
retirement
script
Page 1 of 1 (2 items)
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Date Added
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Sample client call script
Posted on behalf of Harold Evensky, CFP ® This script is a sample of what we use in our regular communications with clients during these times.
11-03-2008
143
Download
File Size 46kB
Talking Points for Three Pieces
Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece provides talking points to help clients better understand their options in a volatile market. Use in conjunction with Behavioral Finance...
10-30-2008
113
Download
File Size 374.3kB
Page 1 of 1 (2 items)
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