Market Downturn

Reduce Your Vulnerability to a Market Downturn

Wednesday, April 4th, 2012

by Stephen Wershing, The Client Driven Practice Is the next market downturn your biggest vulnerability? It shouldn’t be. Many advisors lose clients when the market declines.  The most successful add clients.  Is the next bear a threat to your practice? If it is, how will you eliminate it? Jack Stack is recognized as an outstanding […]


How to Turn a Down Market into Client Loyalty

Wednesday, December 21st, 2011

During the last month stock market have dropped and gyrated; some days by a whopping 5%, and in the case of many clients, wiped out this years gains. While this is bad for portfolios, it doesn’t have to be bad for your client relationships. Will the market bounce right back, or continue going down? Is […]


Four new imperatives for effective client communication

Wednesday, November 16th, 2011

The investment landscape has altered fundamentally since last fall. One of the important changes is a basic shift in what investors look for  in terms of communication from their advisors. In my October column in Investment Executive, I outlined four new imperatives for client communication that advisors ignore at their peril. Since last fall, I […]


Why Investors are ”Mad as Hell” … and What You Can Do About It

Wednesday, August 24th, 2011

Last Friday, Jason Zweig of the Wall Street Journal Street Journal wrote about fear and anger as the two dominant attitudes of American investors today; fear about their future and anger at those they see as responsible for the latest crisis. His column depicts many investors as intensely disillusioned, summoning up the phrase “I’m mad […]