Market Volatility Conversations: What Your Clients Need to Hear
Advisor Advancement Livestream Series
Thursday, April 10th
11:00am ET
Headlines around market volatility, tariffs, and uncertainty dominate the current news cycle.
These create both challenges and opportunities for financial advisors. So, as an advisor, how do you effectively communicate with your clients? In times like these, what you say (or don’t say) can mean the difference between panic and staying the course.
In this livestream we’ll talk about how to navigate client conversations during market uncertainty. Our experienced team will share practical communication strategies and talking points that build trust and keep clients focused on their long-term plans.
Join us on Thursday, April 10th, at 11:00am ET.
We’ll discuss how to proactively communicate with clients during market downturns, ideally, without causing unnecessary alarm. Whether you're fielding concerned calls or wanting to get ahead of potential client anxiety, this session provides the conversation framework you need to navigate market turbulence with confidence and professionalism.
Learn how to position yourself as a steady, trusted guide—no matter what the market is doing.
✔ Discover the most common question to ask nervous clients that immediately centers the conversation.
✔ Get guidance on how to explain risk management and long-term strategy in plain, relatable language
✔ See how experienced advisors are keeping clients calm and confident—even during uncertain times
✔ Understand why overcommunicating in good markets makes conversations in bad ones easier
✔ Revisit how to align portfolios with expectations using unemotional, systematized investment strategies
Senior Advisory Business Consultant
USA Financial
Chief Marketing Officer
USA Financial
This communication is for informational purposes only and is intended for financial professionals. Individual results may vary.
Please consult your firm’s compliance team for specific firm policies and guidance.