Friday, October 17, 2008

"Client Communications in Volatile Markets" by Harold Evensky

"The most important thing to communicate is that you are well aware of how scary the markets are and that you understand your clients are worried. However, it is imperative that you also convey a sense of calmness and optimism," says Harold Evensky of Evensky & Katz in "Client Communications in Volatile Markets." His article appeared in a special edition of the CFA Institute's wealth management e-newsletter.

Are you using this strategy? Is it working for you?

Susan B. Weiner, CFA
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Copyright 2008 by Susan B. Weiner All rights reserved

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