XYIS Xtra | Talking Clients Off a Ledge (before they get there)

This week we dive into how you talk a client off a ledge.  And it has nothing to do with what you think. Love it or hate it, feel free to hit reply to this email and tell us what you think.

In this 7-minute installment, we’ll cover:

• From Worst...to First
• We’ve got a DO OVER
• First, channel your inner Simon Sinek...Start with Why
• Put the FOCUS back on why we are here in the first place
• SHOW what we can CONTROL
• Interactively show various changes
• 20% correction?  What changes would we make
• Lastly...History works
• Market corrections
• # up vs down periods
• Recency bias - 3 months vs 3 years
• Asset class performance / periodic table
• Revisit drawdowns

Want to know what’s happened and happening in the markets and economy?  Check out our latest insights in our Q4 Commentary...hot off the press!

Let us know if you have any questions or comments at (360) 301-7579 or support@xyinvestmentsolutions.com.