How to Cope With Angry Clients

As a financial advisor, your role is challenging. At any given moment, you must balance the rational task of navigating the capital markets with the non-rational challenges of managing client emotions. In important ways, navigating investor behavior is more complicated than navigating the capital markets, since human emotions swing much more wildly and less predictably.

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Comments (2)
This article is a must read for every financial advisor. Many times, one gets carried away by past comfort levels. One would do well to remember that all this can change in the blink of an eye. When one suffers a financial loss, one immediately looks out for a scapegoat. This is a very real risk and as suggested all possible steps should be taken to mitigate this.
Posted by tasha123 s | Monday, October 14 2013 at 1:44PM ET
When beginning to deal with an angry client, the first step is always to listen. Don't put much effort into sharing information at this point. The person who is very angry is not in a state where they can absorb much of anything you have to say. Let him/her cool down, and then share your point of view softly.
Posted by KIMMY B | Wednesday, October 30 2013 at 10:52AM ET
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