How to talk to clients about ...

Make sure you have a plan to reassure clients and keep them on track the next time the markets tumble.

Stories about advisors cheating their clients are far from rare, and therefore, advisors must do a better job at educating and appeasing concerns, says Daniel Bernstein, director of research and development of MarketCounsel, a so-called advisor for advisors.

When you talk to the public about the Japan situation, begin by recognizing this is first and foremost a human tragedy.