Financial advisors discuss client communication during market volatility

14 articles · Updated · InvestmentNews · May 7

Matthew Nordmann, Daniel Crosby of Orion and Brian Boswell of Savvy Advisors say outreach should be intentional, calm and tailored rather than automatic whenever markets swing.
They said too much contact can heighten anxiety, while well-timed calls, perspective and data can reassure clients and discourage panic selling during geopolitical shocks, policy shifts or alarming headlines.
Crosby said advisors should gauge each client's "Risk Composure" to personalise support, reflecting a wider industry push to deliver clarity and confidence as uncertainty tests long-term investment plans.

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