We all know the stock market can be unpredictable. After the sudden drop the last couple of weeks due to the Coronavirus, you can see that some tend to overreact when prices become volatile.
Nobody knows for sure what’s next for the financial markets as so many variables go into market performance that we can’t control.
Here’s what can be controlled, positioning a portfolio based on your client’s risk tolerance, time horizon, and financial goals so that no matter what happens with the markets, your client’s portfolio is designed to protect wealth while being positioned to take advantage of potential growth opportunities.
The Circle of Wealth ®’s Allocation Mix, Market History and Personal Economic Model presentation tools can help you explain to your clients how the market works and to make sure your clients have their investments allocated appropriately based on their risk tolerance and future goals.
Watch the short videos linked below to learn more about these tools and how they can help you:
The Circle of Wealth® focuses heavily on communication strategies; and we know if you can communicate with your clients so they truly understand your solutions they will, in turn, be better able to trust your advice. If aren’t yet a member, click here to get a free trial to the Circle of Wealth® so you can see all of the presentation tools, resources and coaching available to our members.