• Talking Points With Clients Who Love The Market

  • Dec 16 2024
  • Length: 25 mins
  • Podcast

Talking Points With Clients Who Love The Market

Listen for free

View show details

  • Summary

  • Explore effective talking points for engaging clients who are enthusiastic about the stock market. Start by addressing the bullish mentality that underlies their willingness to stay invested despite potential risks, discussing the concepts of paper loss versus paper gain, and emphasizing that gains are not truly realized until they are captured. Dive into their comfort with market fluctuations, questioning if they would still find satisfaction if they hedged against potential downsides. Prompt them to consider the unpredictability of tomorrow's market and their financial threshold for potential losses. By calculating potential losses in dollar terms, clients can gain a clearer perspective on the risks they are willing to take, akin to strategies used in gambling. These discussions can help clients reflect on their investment strategies and consider the benefits of diversifying with annuities for more stable returns.
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Talking Points With Clients Who Love The Market

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available